Westerville, OH 43082
POSITION DESCRIPTION: Typing and entry of financial and policy information into the Policy Issuance and billing system. This position supports our Underwriting department in policy and endorsement issuance and processing, as well as communicating with underwriters, other departments/divisions and our agency force.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED TO PERFORM ESSENTIAL FUNCTIONS:
High School Diploma or equivalent is required.
Prior experience in data entry, administrative and/or clerical role, is preferred.
Proficient in Microsoft Office skills including Word, Excel and Outlook.
Completes and passes AINS 21 in the first year of employment and begin working towards AINS 23.
Professional demeanor, analytical and problem solving skills are critical to this position.
Able to comprehend and carry out instructions.
Flexible and able to multi-task assignments.
ESSENTIAL FUNCTIONS AND RESPONSIBILITES:
Types policies and endorsements utilizing the Policy Issuance and Microsoft Word systems.
Daily entry of policies and endorsements into Century s Information Management System (CIMS).
Handles all policy and endorsement transactions in keeping with the Policy Services Standard Operating Procedures. Policies are checked for accuracy throughout all phases of the issuance process.
Works effectively on the assigned team.
System/Software Skills Must learn all systems and stay current with changes and updates.
Checks, analyzes and classifies or alphabetizes materials.
Conducts limited research when necessary.
Successfully completes basic job specific training as defined in the Policy Services Training Matrix within the first three months of employment.
Continually maintains 98% or above quality.
Continually maintains 85-115% metric score with 80-100% time on task.
Maintains an 80% or above customer service score.
Ability to interact with others in a professional manner.