01Key Responsibilities
Extract signed SL forms, declination details, and declination forms from daily activity reports, and upload them to the respective policy folders in SharePoint.
Process Notices of Cancellation (NOC) and Notices of Reinstatement (NOR) according to established workflows.
Verify premiums on Notices of Finance (NOF) against invoices and report discrepancies to the finance company.
Review and respond to miscellaneous insurance-related emails in a timely and skilled manner.
Maintain and organize policy documents and client files in SharePoint.
Monitor daily activity reports to ensure documentation is complete, accurate, and submitted on time.
Coordinate with finance companies and internal teams to resolve policy servicing issues.
Ensure timely processing of policy servicing tasks while meeting established turnaround times.
Receive tax reports in PDF format, extract required data fields, and accurately update the information in Google Sheets, ensuring data accuracy and completeness.
Required Skills & Qualifications:
Prior experience in insurance policy servicing, back-office operations, or a related administrative role preferred.
Solid attention to detail and accuracy in document handling and data entry.
Familiarity with SharePoint, Google Sheets, and PDF data extraction tools.
Good written communication skills for email correspondence.
Ability to manage multiple tasks and meet deadlines/turnaround times.
Basic understanding of insurance terminology (SL forms, NOC, NOR, NOF) is a plus.
Working knowledge of U.S.
Commercial
Insurance coverages
, including Commercial General Liability (CGL), Commercial Property, Business Owners Policy (BOP), Commercial Auto, Workers' Compensation, Umbrella/Excess Liability, Inland Marine, Qualified Liability, and related policy servicing processes.
Experience working with insurance agency management systems (AMS) and comparative rating platforms, such as EPIC, AMS360, Sagitta or similar client management systems and raters. .
