Operational Specialist
2 months ago
Operations Specialist I (Commercial/Medical insurance background)
Onsite @ Fort Washington, PA
Duration: 03+ Months
Pay Rate: $20-$23.50/hr
Job Summary:
Responding to client inquiries via email/chat regarding new and renewal processes. Act as advisor to the client utilizing program rules and underwriting guidelines. Also, responsible for creating financial transactions to debit / credit policy accounts depending on the nature of the request.
- Key Responsibilities: Policy Processing: Handle the issuance, renewal, and cancellation of commercial insurance policies.
- Client Management: Maintain and update client records, ensuring all information is accurate and up-to-date.
- Compliance: Ensure all operations comply with state and federal regulations, as well as company policies.
- Claims Support: Assist in the processing and management of insurance claims, providing support to clients throughout the claims process.
- Documentation: Prepare and review insurance documents, ensuring accuracy and completeness.
- Customer Service: Provide excellent customer service to clients, addressing inquiries and resolving issues promptly.
- Collaboration: Work closely with underwriters, agents, and other team members to ensure smooth operations and client satisfaction.
Qualifications:
Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in Business, Finance, or related field preferred.
License: Valid P&C Producer License in the state of Pennsylvania required
Experience: 2-3 years of experience in commercial insurance operations or a related field.
Skills:
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and insurance software.
- Ability to work independently and as part of a team.
- Problem-solving skills and the ability to handle multiple tasks simultaneously
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