Operation Specialists, BPO Position - UW, Pune Location

Job Description

Operations Specialist - Business Services Group – Job Description

Primary Location :   Hybrid - Open to most locations in Continental US

Position Overview :

The candidate will be responsible for ensuring that policy transactions are rated, booked, invoiced, and issued accurately while meeting corporate service standards. These transactions may include quotes, new business, renewals, endorsements, and cancellations.

What you will do :

• Policy Transactions : Ensure all policy transactions, including quotes, new business, renewals, endorsements, and cancellations, are processed accurately and in line with corporate service standards. Transactions should be rated, booked, invoiced, and issued efficiently.
• Line of Business (LOB) Knowledge : Demonstrate required knowledge across multiple Lines of Business (LOBs), including Package, Property, Workers’ Compensation (WC), Auto, General Liability (GL), and Excess. A proficiency rate of 80% across six lines of business is expected, though it is not necessary to have expertise in all six.
• Transaction Screening : Screen transactions to determine proper processing. Refer transactions to underwriters for approval when necessary and process transactions directly within delegated authority limits.
• Quality Verification : Assist in verifying all policy transactions, ensuring adherence to processes, procedures, and quality standards.
• Data Reporting : Report policy data to third-party agencies, including ePlace Registration, in a timely and accurate manner.
• Communication : Collaborate with the Accounting and Audit departments to resolve any policy-related questions or issues efficiently.
• Document Management : Manage documents in an electronic imaging system by printing, page-marking, and labelling in compliance with corporate protocols.

Must have Skills :

Additionally, the successful candidate will be highly motivated with a positive outgoing personality, possess an entrepreneurial spirit, have a service mentality, and be comfortable in a fast paced environment.

Requirements

olicy Transactions : Ensure all policy transactions, including quotes, new business, renewals, endorsements, and cancellations, are processed accurately and in line with corporate service standards. Transactions should be rated, booked, invoiced, and issued efficiently.