Policy Services Analyst I/II

Job not on LinkedIn

September 21

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Cabrillo Coastal General Insurance Agency, LLC

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Insurance • Healthcare Insurance • Finance

Cabrillo Coastal General Insurance Agency, LLC is a specialized insurance provider that focuses on residential property insurance for hurricane-exposed areas. The agency prides itself on delivering exceptional customer service and expertise tailored to the unique needs of clients living in coastal regions. With a team of knowledgeable agents available 24/7, Cabrillo Coastal ensures quick claims handling and comprehensive support, helping homeowners recover from disasters such as hurricanes and tornadoes.

51 - 200 employees

⚕️ Healthcare Insurance

💸 Finance

📋 Description

• Communicates with insureds, agents, producers, or other representatives via telephone, live chat, and email on new and renewal business inquiries, policy servicing matters, FNOL and claims status requests. • Represents Underwriting team by responding to inquiries or initiating contact with assigned Agents and/or Producers regarding Underwriting actions, decisions, and next steps within designated authority levels. • Perform pre-underwriting, underwriting and routine to advanced endorsement tasks depending on level of authority, including obtaining and maintaining insured information, processing endorsements, preparing new business submissions, completing underwriting referrals, and processing authorized cancellations. • Make informed, well-documented decisions to review, underwrite, endorse, refer, and/or release policies for issuance or renewal; research, organize, and provide underwriting analyses and recommendations for new and renewal files. • Efficiently utilize Company information systems, software programs and approved applications to carry out responsibilities. • Maintain specialized policy services files and records, sort and index policy services and claims emails, research and update returned mail, and provide general technical and administrative support. • Spearhead, participate in, and assist with special Company projects as directed.

🎯 Requirements

• License: Current Florida 4-40 Customer Service Representative license or the equivalent in state of residence • Education: 1-2 years post-secondary education or commensurate, related experience is required. 2-4 years post-secondary education is preferred. • Experience: 3-5 years related customer service and administrative support experience in property and casualty insurance field. Experience in residential homeowners insurance is highly desirable. • Qualities and Aptitudes: Accountability; Adaptability; Coachable; Collaborator; Dependable; Detail Oriented; Flexibility; Integrity; Multi-Tasker; Positive “Can Do” Attitude; Quality-Oriented; Self-Starter; Service-Oriented; Strong Work Ethic; Team Player. • Skill Sets: Ability to Effectively Read People and Situations; Active Listening; Asking Productive Questions/Ability to Apply Learned Information to Related or Similar Situations; Diffusing and Appropriately Managing Escalated Customer Conversations/ Communications/ Situations; Effective Decision-Making; Information Review and Analyses; Interpersonal Communication; Keyboard entry speed of 45 WPM or more; Organization; Problem Analyses/Solving; Productivity; Time Management / Working Under Tight Deadlines / Thrives in a Fast-Paced Work Environment; Verbal and Written Communication. • Knowledge Base: Business Writing, Grammar, and Punctuation Rules; Laptop Computer Operations, Standard Business Software and Web-Based Engine Operations (e.g., Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, and Google Chrome); Telephone and Email Business Etiquette Rules; Customer Service & Experience Principles, Practices, Processes, and Terminology; Business Writing, Grammar, and Punctuation Rules; Residential Homeowners and Personal Umbrella Products, Terminology, Processes, and Practices.

🏖️ Benefits

• WFH Flexible