JOB SUMMARY: Processes basic new business, changes and renewals for assigned commercial and/or specialty lines products. May rate new business. Reviews and corrects validity errors.
RELATIONSHIP: Reports to Supervisor/Manager. No Direct Reports.
+ Reviews and processes assigned commercial and/or specialty lines risks in accordance with established procedures and best practices.
+ Performs necessary rating and coding for quotes, new business, renewals and policy changes. Reviews submitted materials for completeness and accuracy; follows up with agent, underwriting and/or policyholder/applicant for missing/inaccurate information.
+ Handles agent and policyholder correspondence and other related paperwork.
+ Maintains working knowledge of state-specific processing procedures and processing systems, pricing guidelines and eligibility and team concepts.
+ Maintains and utilizes coding manuals/materials needed to determine appropriate premium calculations and policy master file revisions.
+ Maintains a consistent quality and quantity of work at prescribed standards. Identifies and prioritizes own work according to prescribed standards. Reviews and corrects validity errors for assigned production.
+ Recognizes premium refunds situations.
+ Maintains accurate production reports. Performs quality checks per guidelines.
+ Performs other related duties as assigned.
Education: High school diploma; prefer some post-high school coursework.
Experience: One year related work experience, preferably in a service-oriented or processing support function.
Knowledge: General knowledge of insurance policies and practices; prefer familiarity with commercial processing, services or support services. Understanding of interrelationship between the various service center departments.
Skills/Competencies: Oral and written communication skills to interact with agents, policyholders, managers, third parties, other departments and team members. Ability to operate a personal computer and related processing systems, calculator and other business equipment. Ability to prioritize work; ability to review computer output, system-related problems and other error conditions, and to review and correct all processing errors. Must successfully meet typing requirements of 35 wpm and 98% proficiency by passing a typing test.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
STAFFING EXCEPTION TO MINIMUM JOB REQUIREMENTS MUST BE APPROVED BY: HR and Director
Overtime Eligibility: Eligible (Non-Exempt)
Working Conditions: Normal office environment. Extended hours sitting/keying at PC. Ability to work overtime and flexible hours as needed for deadlines and phone coverage. Ability to lift and carry 20 pounds on a regular basis.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Job Evaluation Activity: (Revised 7/28/08 AV)
Job Function/Job Family: CUS/PCCS
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