Policy Services Representative

Description:

Auto Policy Review:

Reviews application, binder documents, and other policy information to determine proper rating and premium

Verifies that all documents are correct before issuing policy – i.e. all documents that are indicated on instruction sheet are attached and there are not errors on the forms before issuing.

Verifies policies for rating accuracy using rating worksheets, application, binder documents, and the commercial auto manual

May be responsible for printing copies of final policies to be issued and mailed.

Communicate with Underwriting teams to determine correct rating and premium

Property Policy Review:

Reviews policy information using Property program to determine proper rating

Verifies policies for rating accuracy using rating worksheets, application, binder documents

Verifies that all documents are correct before issuing policy – i.e. all documents that are indicated on instruction sheet are attached and there are not errors on the forms before issuing.

Communicate with Underwriting teams to determine correct rating and premium

Endorsement Issuance:

Reviews endorsement requests and other in-force policy information to initiate appropriate policy changes.

Determines if it is a premium bearing or non-premium bearing endorsement. For premium bearing endorsements, enters the appropriate information into the policy management system and ensure that the premium matches the rate sheets. Calculates additional and return premiums if needed.

Determines whether the appropriate endorsement form(s) are generating in the policy management system.

Identifies missing and inaccurate information.

Communicates with Underwriting to clarify any questions or to acquire complete information required to finalize the endorsement request.

Skills:

administrative, review

Top Skills Details:

administrative, review

Additional Skills & Qualifications:

High School Diploma or GED

2 years of college or equivalent experience

Basic math

Basic computer skills

Ability to lift up to 15 pounds

Ability to stand for longer periods of time

Experience Level:

Entry Level