Temp Insurance Operations Support at Auto Club Group (ACG) in ACG Florida AOB, FL

Job description

Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Location Details: Remote Position Schedule / Shift: Monday – Friday, 8am – 5pm This is a Temporary position for approximately six months. Position Summary: Under minimal supervision, the Insurance Operations Support I, accurately processes a variety of updates and changes to Brokered Business and Branded files and accounts. Primary Duties and Responsibilities: Operations Support · Conduct outbound telephone calls and correspond with customers to gather information, respond to inquiries, and resolve issues · Use knowledge of insurance policies and procedures to make recommendations to customers regarding accounts, additional coverage needed, or additional products needed · When necessary, review current policies, discuss coverage options, quote replacement coverage, and bind policies · Examine policy and determine appropriate adjustments to serve the best interests of both the member and the organization · Clerical duties include, but are not limited to: o Updating customer policies, o Processing payments on carrier websites, o Completing account terminations, performing manual data entry and o Quoting of Independent Agent Book Rolls based on information provided by the agency · Manually enter data in IPM and Guidewire systems and quote leads that failed in the automation process based on information provided in data extract · Act as lead to answer inquiries, resolve problems and provide guidance and direction to various business partners · May participate on projects related to scope of work performed Data Analysis and Reporting · Gather appropriate information and review documents to determine the required actions necessary to conclude processing · Create, run, and review reports to determine processing errors · Investigate and identify key issues and patterns from data (requires working between multiple spreadsheets and source systems simultaneously) · Track quoting data for reporting (number of policies hitting stabilization cap, number of policies referred for revisions, etc.) · Balance, review and edit a variety of reports and logs within scope of responsibilities Processing · Complete processing and updates to accounts while ensuring efficiency and compliance with corporate and regulatory guidelines · Enter corrections and recode files when necessary · Review automated quotes that were unable to automatically bind and revise them to completion · Utilizes industry and agency knowledge to identify areas of opportunity and improve efficiencies · Provide input regarding updates to processing and correction procedures Take a broad perspective to solve problems and identify new solutions Qualifications: Required Education: · High School diploma or equivalent Experience: · Minimum 2 years customer service · Providing a high level of customer-focused service · Servicing insurance policies and processing applications, renewals, and amendments · Reading and understanding correspondence from agents and insured · Processing transactions and posting information to the appropriate accounts · Performing manual data entry and quoting of Independent Agent Book Rolls based on information provided by the agency · Performing manual data entry and quoting for leads that failed during the automation process; as well as utilizing multiple spreadsheets and source systems simultaneously · Reviewing automated quotes that were unable to bind automatically and revise to completion · Adjusting completed quotes based on new information provided by insured before finalizing the binding process · Maintaining quoting data tracking for reporting purposes including the number of policies reaching stabilization cap, number of policies referred for revisions, etc.) · Analyzing books of business for accuracy and identifying necessary revisions appending with process Knowledge of: · Business practices (i.e., grammar and spelling) · Business processing procedures · Data entry and processing techniq