Insurance Transaction Specialist

17 hours ago

North Nazimabad Town, Pakistan beBee Careers Full time

We are seeking a skilled Policy Transaction Coordinator to join our team. This role presents an exciting opportunity to be part of a thriving organization that has been acclaimed as a top workplace in Madison.

About the Role

The Policy Transaction Coordinator will be responsible for overseeing policy transactions, promptly handling inquiries from both sales agents and customers with accuracy, and working closely with underwriting staff to resolve coverage questions.

Key Responsibilities
  • Process policy transactions by reviewing new business, changes, and renewals based on established guidelines.
  • Accurately complete service requests, including entering information into the appropriate computer system in a timely manner.
  • Work with the underwriting staff to resolve coverage questions.
  • Answer Inquiries from Agents, Agent Assistants, Customers, and 3rd parties regarding policy or billing via various channels and respond accurately, promptly, and in a professional manner.
  • Maintain an acceptable productivity and quality level by working with your Manager to understand processes and procedures.
Requirements
  • Two years of office experience, preferably in property and casualty insurance.
  • Proficient PC skills, including accurate and speedy keyboarding.
  • Effective written and verbal communication skills, including excellent telephone skills.
  • Ability to keep information confidential.
  • A team player with proven customer service experience.
  • Problem-solving skills.
  • Participation in industry-related programs is preferred.
  • Bilingual abilities (Spanish, Hmong, etc.) are a plus.
What You'll Love About Us

We are a leading property and casualty insurance company well known for our financial strength and longevity in the insurance industry. Our reputation in the marketplace ensures stability and opens up numerous growth opportunities for our employees.

We created a welcoming place to work with friendly and professional leadership. We are known for the great care we take with our staff, our agents, and our customers. We are passionate and determined about delivering the best customer service, preserving insurance industry knowledge, and making a difference through the work that we do.

We believe in a healthy work/life balance and offer a competitive compensation package, including health, dental, life, LTD, and vision insurance, as well as an employee bonus plan and matching 401(k) plan, and generous time off benefits.

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