Hybrid Insurance Operations Coordinator

2 weeks ago

Marlborough, Massachusetts, United States DCU Inc. Full time
Work Schedule:
Monday to Friday, Temporary 4-6 month contract

Position Overview:
This role is integral to a collaborative team focused on supporting management with reporting, analytics, and marketing efforts within the insurance sector. The objective is to enhance departmental productivity by providing assistance to management and back-office personnel with a variety of administrative, compliance, and operational tasks.

Key Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Assign new sales referrals and leads to producers for quoting.
  • Manage the agency's inbox for sales and service activities.
  • Process daily downloads, scans, and manage agency mail, including returned mail. Assign electronic documents to clients in the system and execute end-of-day procedures.
  • Conduct daily audits of new business and rewrites.
  • Analyze and prepare reports based on initial contact and activity codes.
  • Compile and present weekly agency huddle reports.
  • Analyze and prepare key performance indicators (KPI) productivity reports for individual producers and the agency.
  • Generate new business sales reports and distribute them accordingly.
  • Prepare Risk Dashboard and Cancellation reports.
  • Compile monthly comparison reports of business performance.
  • Generate commission reports and files for accounting audits.
  • Prepare monthly Service Improvement Dashboard reports for management.
  • Conduct quarterly audits from AM Best Carriers.
  • Compile monthly production reports.
  • Create and send renewal letters upon request from the Team Leader.
  • Develop retention reports for management review.
  • Maintain office supplies and update the agency team calendar.
  • Periodically review quality assurance by examining completed policies and change requests, reporting findings to the team leader or manager.
  • Review and update the agency procedures manual as necessary.
  • Track producer and agency licenses, including continuing education requirements.
  • Assist team members and management with daily operations, providing backup support for clerical tasks and phone queue management.
  • Perform additional job-related duties as assigned by the team leader or manager.
Additional Responsibilities:
This job description is not intended to encompass all activities, duties, or responsibilities required of the employee. Responsibilities may change at any time with or without notice.

Competencies Required:
  • Accountability
  • Planning and Alignment
  • Results Orientation
  • Complexity Management
  • Customer Focus
  • Data-Driven Decision Making
  • Interpersonal Skills
  • Appreciation of Diversity
  • Collaboration
  • Trust Building
  • Self-Improvement
  • Adaptability
Qualifications:
  • Preferred: MA Personal Lines Insurance License
  • Experience in an agency environment is advantageous
  • Familiarity with rating and underwriting personal lines products
  • Knowledge of personal lines insurance products and their applications
  • Understanding of insurance markets and agency management systems
Work Environment:
This position operates in a professional office setting. The role frequently utilizes standard office equipment such as computers, phones, copiers, scanners, and filing systems. Proficiency in creating PowerPoint presentations and experience with Excel reports and Power BI is a plus. A hybrid work model is available for DCU Insurance operations.

Physical Requirements:
The physical demands outlined here represent those that must be met by an employee to successfully perform the essential functions of this position. This is primarily a sedentary role. While performing job duties, the employee is regularly required to stand, talk, hear, and use hands and fingers to operate objects or controls and to reach with hands and arms.

Travel Requirements:
Limited travel for training within DCU facilities.

Service Excellence Commitment:
All employees are expected to deliver service excellence in alignment with DCU's values, focusing on teamwork and quality service to both internal and external members, guided by the principles of putting people first, doing the right thing, and making a difference.

Compliance with Bank Secrecy Act (BSA):
All Credit Union employees must complete annual BSA training and maintain awareness of current BSA policies relevant to their departmental functions, including identifying and reporting potential suspicious activities.

Equal Opportunity Employer:
DCU Inc. is proud to be an Equal Opportunity Employer, supporting Protected Veterans and Individuals with Disabilities.

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