Operations Representative

Position Summary:

Provide support to Client Facing Brokers in transactional support (e.g.: processing and fulfillment of Auto ID Card requests, processing and fulfillment of Certificates of Insurance and electronic filing of exception documents and providing resolution) efficient and timely production of all policy and related documentation across the insurance life cycle, including sending closing documentation to appropriate parties.

Responsibilities:

Administration and Documentation

  • Assist in ensuring timely and accurate production/processing of:
  • invoices and related policy documentation
  • quotation and placing slips
  • premium and adjustment calculations
  • claims histories
  • up to date computer system records
  • current and outstanding documentation follow ups
  • all other documentation (e.g.: tax filings and third party forms)

Report Preparation
  • Assist in accurate production/processing of:
  • draft policy wordings and endorsements for Senior Account Executive / Principal
  • draft renewal reports and insurance manuals
  • questionnaires to asses coverage needs
  • up to date computer system records
  • current and outstanding documentation follow ups
  • all other documentation (e.g.: tax filings and third party forms)

Workflow Administration
  • Prioritize own workload to meet individual SLA, KPI and Quality targets.

Compliance
  • Adhere strictly to the Company's Quality practices and other systems and procedures
  • Comply fully with the Company's Errors and Omissions avoidance policy
  • Comply with company policy for continuous professional development

Customer Awareness
  • Maintain a basic technical understanding of all major classes of Insurance and specialist services that the Company offers to its customers
  • Maintain a basic understanding of the core aspects of relevant Insurance and related legislation
  • Support in the development, implementation and management of risk management and insurance programs, which accurately address customer needs
  • Build and maintain strong working relationships with internal and external stakeholders.
  • General servicing skills and etiquette


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