DESCRIPTION OF ESSENTIAL DUTIES:
- Analyze new business and change applications according to criteria established from the Underwriting Rules & Guidelines to assist Underwriting with the acceptance, modification or declination of coverage.
- Obtain information from various sources and evaluate policy account, when required, to ensure accurate data for insurance coverage.
- Accept, cancel or reject applications and/or refer policies to Underwriting for review, as necessary.
- Make sound decisions related to policy coverage and policy terminations.
- Communicate effectively and professionally with internal personnel, agency force, members, and/or other interested parties in both verbal and written form.
- Organize and prioritize duties, paying close attention to detail, while meeting established timeframes.
- Code and/or enter data accurately into various GFB systems for multiple lines of business.
- Review and/or enter data accurately into pertinent application software.
OTHER RESPONSIBILITIES/REQUIREMENTS:
- Maintain suspense files for future follow-up.
- Read, analyze, interpret, and follow procedures, regulations, instructions, manuals and other documents as required.
- Perform crossover duties as assigned by management.
- Assist with Sr. Policy Analyst duties as needed.
- Participate in meetings and have involvement in projects related to Policyholder Services activities.
- Provide support to the division and department to accomplish departmental goals.
QUALIFICATION, EDUCATION AND EXPERIENCE REQUIREMENTS:
- High school diploma or equivalent required.
- Minimum of two years’ insurance related experience required.
- Completion of Intro to Risk Management and Insurance (or equivalent/higher education) preferred.
- Continued involvement in professional education preferred.
- Possess moderate skills with computer, Microsoft Office (Outlook, Sharepoint, Word, InfoPath) and Internet.
- Must enter data into various processing systems accurately and efficiently.
- Must be able to interpret a variety of instructions furnished in verbal and written form.
- Possess both analytical and decision-making skills with attention to detail.
- Organized with the ability to prioritize duties and work independently with a minimum of supervision.
- Excellent communication skills both written and verbal form.
- Customer focused, team oriented and willing to assist in other areas.
SUPERVISORY RESPONSIBILITIES:
N/A
PHYSICAL DEMANDS/WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle controls, and talk and hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/or move up to 10 pounds. Specific vision requirements by this job include close vision, ability to adjust focus and ability to distinguish colors.
