Policy Processor I

Analyze and process policy changes, reinstatements and cancellations via multiple data entry systems. Requests are received from agents, insured or State Office personnel. Ensure accurate and complete information is obtained prior to processing and that all information is properly entered and formatted. Correct nightly batch cycle errors. Analyze and solve problems as they arise.

Analyze and process policy changes, reinstatements, and cancellations via multiple data entry systems.

Gather complete information by consulting with the agent and/or underwriter.

Research transactions on various account bill reports. Determine appropriate course of action to resolve outstanding transactions.

Process PolicyCenter and BillingCenter activities and transactions that refer for review from the agent’s office that require manual intervention.

Research payments in suspense in BillingCenter and payments on the Unprocessed Payment Report. Determine the appropriate action for processing/refunding each payment.

Process name, address, and membership changes daily in ARMS (Account Review Maintenance System).

Review and Process Account bill diaries and take necessary action depending on the type of diary; contacting the agency when appropriate.

Correct nightly cycle processing errors.

Process mortgagee changes that refer from the agent’s office and process mortgage lists mailed directly from the additional interest.

Reverse/Back-off payments and re-bill policies where checks have been returned by the bank.

Correct payments that have been applied in error. Determine proper billing status and make necessary adjustments.

Perform system maintenance by updating the Scheduled Events on policies to allow transactions to process.

Correct amount dues and termination reasons when needed.

Research the Unsigned Account Bill Agreement Report and take the appropriate action.

Manually rate and enter premiums on policies that cannot be rated by the policy system.

Perform system testing on defects, maintenance and enhancement projects.

Process Commercial Audits, calculate amount due or refund amount, send bill, process cash payments.

Research and process the tier reviews that refer from agencies to ensure the tier override meets underwriting guidelines.

Perform maintenance on accounts and research transactions on various account bill reports. Determine appropriate course of action to resolve outstanding transactions.

Review and Process Account bill diaries and take necessary action depending on the type of diary; contacting the agency when appropriate.

Cross train in other areas of the Policy Services department.

Meet established department production and error standards.

Submit a weekly production report.

Regular, predictable attendance.

The duties described above are general in nature and may not completely cover all aspects of this position. The Supervisor may ask the employee to perform other work-related duties including, but not limited to, cross training on other positions.

Physical demands: Sitting; Grasping; Normal vision/hearing (with or without correction).

Mental demands: Prolonged concentration; Analytical reasoning.

Environmental factors: Standard office lighting, temperature and noise.

Equipment: Computer; Telephone; Calculator; Copier.

Bachelor’s Degree preferred or prior processing experience preferred.

Knowledge in the use of personal computer.

Data Entry skills required.

Knowledge in use of calculators.

Knowledge of the Auto / Allines system helpful.

A strong interest in detailed work.

Good decision-making abilities.

Ability to analyze and solve problems.

Strong verbal and written communication skills.