Insurance Policy Processing Specialist
Tokio Marine Highland is a leading property and casualty underwriting agency, and they are seeking an Insurance Policy Processing Specialist. This role involves processing and delivering insurance policies, maintaining Fine Art schedules, managing projects, and creating transaction-based data for the Fine Art Division.
Responsibilities
- Processing policy documents by creating, providing quality control, and delivering documents at all points in the policy life span. This includes binding, endorsements, processing Broker of Records, and cancellations
- Ensuring detailed documentation and storing of policy folders and files
- Providing consistency for document processing and documentation of underwriting files and policy milestones
- Managing workflow to ensure meeting of service level agreements
- Supporting the Processing and Reporting manager in pursuit of business by taking on new tasks and implementing new processes as needed
- Cover for teammates and support underwriters while they are out of the office
- Provide basic accounting support. Not limited to: invoice creation, following up for payment, managing statement delivery to brokers, assisting in reconciliation and cash application as needed, and fielding various accounting questions
- Assist in schedule database creation and management
- Actively participate in system maintenance, development, and implementation
Skills
- High School Diploma or equivalent required; Bachelor's degree preferred
- Insurance industry experience preferred
- Basic Fine Art knowledge a plus
- Excellent oral and written communication skills, demonstrating an aptitude for customer-focused service
- Strong MS Office skills, particularly Excel
- Tech-savvy with hands-on experience in leveraging digital tools to streamline workflows
- Ability to perform basic accounting tasks, including data entry, reconciliations, and understanding of financial terminology
- Independent worker and an organized and efficient team member with flexibility and patience
- Detail oriented with strong organizational skills
- Ability to multi-task and prioritize competing priorities
- Comfortable with ambiguity
- Able to adapt to new situations and quick changes
- Ability to maintain a high level of confidentiality and professionalism
- Bachelor's degree preferred
- Insurance industry experience preferred
- Basic Fine Art knowledge a plus
Company Overview