Sr. Policy Service Lead
1 week ago
Description:
Victor Small Business is currently seeking a Senior Policy Service Lead to join our team.
Position Summary : A licensed, service-centric role where you will be expected to apply your commercial insurance knowledge and analytical skills to support agents and colleagues in administering insurance quotes, policies, and post bind policy activities.
What can you expect?
Reviews, analyzes, and services new and existing commercial insurance business.
Utilizes appropriate software to engage with and assist agents with policy-related information
In conjunction with other Sr. Underwriter’s and under the supervision of the Operation’s manager; act as the team’s central point of contact for license-required calls and transactions
In the first 30 days, participate in a required robust training program of classroom, on the job, and computer-based training
Work an 8-hour shift between our hours of operation 8am - 9pm EST Monday- Friday
In this role you can expect to service our clients and colleagues primarily via phone and chat. You must be comfortable conversing and working in a phone-based position while providing top tier customer service
You will be joining a team of highly motivated and knowledgeable individuals ranging from Sr. Underwriters to Jr. Underwriters
Work in a desirable location on a campus with tons of employee amenities
What is in it for you?
A company with a strong brand and strong results to match
Culture of internal mobility, collaboration and valued partnership with HR from the business.
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, as well as interactions with counterparts in industry groups and client organizations
Competitive pay (salary and bonus potential), Full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution
Flexible work opportunities for work/life balance
Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan
We will count on you to:
Demonstrate strong insurance knowledge and provide the highest standards of customer service to agents; respond by phone support, online chat, and emails
Underwrite new submissions to ensure new policies are correct, per guidelines
Process endorsements, cancellations, reinstatements, and complete policy issuance
Meet required production KPIs as defined by leadership
De-escalate difficult customers and bring situations to complete resolution
Demonstrate a clear understanding of time management techniques by working independently with moderate supervision and as a participating and contributing member of a team
Actively and consistently participate in and contribute to group activities to include daily huddles, team meetings, and training opportunities
Communicate in a concise, tactful, prompt and effective manner both over the phone and by email
Build and maintain a positive working relationship with agents, customers, coworkers and others
What you need to have:
Property & Casualty (P&C) license or willing and able to obtain within 6 months of hire
AFNI license or willing and able to obtain within 12 months hire
Experience working with insurance procedures and policies.
Strong organizational, time management skills along with ability to work in a team environment
Strong interpersonal skills for interacting with clients and team members
Excellent written and verbal communication
Basic to intermediate technical knowledge of systems and procedures
Basic computer knowledge and comfortable using the Microsoft suite. Microsoft Office suite, particularly Word, Excel, and Outlook
What makes you stand out:
Previous customer service experience in a call center environment
Commercial insurance experience
Exposure to underwriting methodologies along with experience working with commercial insurance procedures and policies
Strong interpersonal skills for interacting with team members and clients
is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues advising clients in over 130 countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services. Marsh is a business of (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people. With annual revenue of $23 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: , , , and . For more information, visit , follow us on and
Victor Small Business is a true digital MGA, offering multiple quotes for multiple products from multiple providers. Through its insurance-simplified approach, Victor Small Business leverages its platform, Victor for Agents, to bring insurance agents speed, agility and choice in the small commercial market.
Formed in 2006, Victor Small Business, previously Dovetail, envisioned a better way to process insurance transactions, from start to finish, all in one place. With an experienced insurance operations team, the MGA is improving the way small, commercial risks are matched and distributed through the use of advanced, technology-based solutions. Victor Small Business is based in Columbia, South Carolina and offers its services nationwide.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
If you have a need that requires accommodation, please let us know by contacting .
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
#Victor
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