Processing Specialist - Specialized International (Lake Mary)
CNA Financial
 Lake Mary, FL

Job Summary:

Under general supervision handles policy processing transactions including Policy Issuance Policy change Endorsements Renewals for multiple lines of business within Commercial or Specialty lines. With direction manages on-boarding and training of new hires plus cross training current staff.

Essential Duties & Responsibilities:

  • Reviews complex incoming business transactions for multiple lines of business and related information for completeness accuracy and quality.
  • Gathers third party data and insurance application data to record information in proprietary systems.
  • Works with underwriting and other areas to resolve any discrepancies and process insurance policies in a timely manner.
  • Trains less experienced staff and guides and coaches Policy Service Representatives with processing questions/deficiencies at WWO Service Centers.
  • Effectively communicate with Branches and Underwriting to execute on follow up missing and incomplete information.
  • May engage in BPO Partners.
  • Determines workflow activities required to process insurance policy based on line of business.
  • Participates in quality and productivity reviews and provides feedback to management

Reporting Relationship:

Supervisor or above.

Skills Knowledge and Abilities:

  • Knowledge of insurance industry and its products and services.
  • SME for assigned transactions and line of business.
  • Ability to train coach and counsel peers.
  • Knowledge of company proprietary rating and policy administration systems.
  • Detail oriented with solid analytical and computational skills.
  • Strong written verbal and interpersonal communication skills.
  • Strong teamwork and collaboration skills.
  • Strong customer service skills.
  • Ability to handle multiple tasks and prioritize work.
  • Proficient in Microsoft Office & intermediate search skills.
  • Ability to meet performance standards in a fast paced production environment.

Education and Experience:

  • High school diploma GED or equivalent.
  • Typically minimum of 3 years insurance transaction processing experience with minimum of 1 year commercial lines processing experience.

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