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Frontline Operations Specialist

2 months ago


New Haven, Connecticut, United States Loadsure Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Frontline Operations Specialist. As a key member of our operations team, you will play a critical role in supporting our frontline team by providing administrative support and data management services.

Key Responsibilities
  • Data Management: Support the frontline team in collecting and analyzing data to assess potential liability, exposure, and rating levels for new and existing business.
  • Pre-Underwriting Support: Provide pre-underwriting and rating support to underwriters and other team members.
  • Data Entry and Verification: Ensure timely and accurate data entry into our portal and CRM, with a focus on checking agreed percentages of risk entries as required.
  • Team Support: Support the team in establishing support needs for renewals and/or new business policies, and help maintain team standards by supporting other team members in achieving their service/quality levels and targets.
  • Policy Management: Direct requests for missing information to underwriters and agents, evaluate information, and determine acceptance or referral to underwriters.
  • Policy Rating and Issuance: Manually and electronically rate policies, renewals, and endorsements, and produce/issue quote letters, policies, and endorsements.
  • Forms and Endorsements: Identify forms and endorsements used in policy construction for distribution.
  • Customer Support: Answer routine questions regarding rating and processing for agents, and participate in team-based problem-solving.
Requirements
  • Insurance Terminology: Basic understanding of insurance terminology.
  • Administrative Experience: Proven administrative experience and ability to multitask and prioritize work flows.
  • Numeracy Skills: Strong numeracy skills.
  • Communication Skills: Excellent time management and organizational skills, strong communication skills, and eagerness to learn.
  • Interpersonal Skills: Outstanding interpersonal and problem-solving skills.
  • Technical Skills: Proficiency in Microsoft Word, Excel, PowerPoint, and Google Documents.
About Us

At Loadsure, we are a pioneering InsurTech company that combines groundbreaking AI and industry expertise to create a holistic freight protection service. Our mission is to empower brokers to better serve the freight community, maximizing profits and minimizing losses for all.

We celebrate the spirit of individuals and empower them to grow, fostering a culture of personal freedom, mutual respect, and collaboration. We strive for continuous growth and excellence in everything we do, unite through collaboration, and pioneer innovative solutions.