Policy Production Associate

3 weeks ago


Brookfield, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a contract for a permanent position in the Financial Services industry, based in Brookfield, Wisconsin. The role is for a Policy Production Associate, who will play a critical role in underwriting and compliance related tasks. This position will require the associate to work closely with clients, brokers, and regulatory agencies, while maintaining a high level of administrative assistance.

Responsibilities:

• Analyze and evaluate underwriting information to identify any discrepancies and determine desired coverages.
• Ensure the timely issuance of policies and endorsements in line with company deadlines.
• Maintain compliance with state statutes by verifying accurate form selection and completion.
• Collect and validate data for the completion of various regulatory filings.
• Collaborate with various stakeholders to resolve non-compliance issues, particularly in relation to Workers' Compensation.
• Monitor requests for information and ensure accurate and timely responses to meet company production standards and filing deadlines.
• Provide tax location information to the Statistical department within Company specific timelines.
• Calculate and process audit endorsements to meet company service standards.
• Utilize Microsoft Excel for data entry and tracking.• Minimum of one year experience in a similar role within the Financial Services sector
• Proficient in Administrative Assistance tasks, with a focus on efficiency and accuracy
• Prior experience in Underwriting, demonstrating a deep understanding of its principles and applications
• Knowledge of Commercial Insurance, with the ability to manage related tasks and processes
• Familiarity with Compliance regulations within the Financial Services industry
• Proven experience in Auditing, with a strong emphasis on detail and process adherence
• Proficiency in Microsoft Excel, demonstrating advanced skills in data manipulation and analysis
• Efficient in Computer Data Entry, with a focus on speed and accuracy.

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