Policy Service Specialist

FCBI, a self-insured workers’ compensation carrier, is seeking a Policy Service Specialist to join our growing team in Orlando and assist our Premium Audit team.

Position Summary

The Policy Service Specialist (PSS) plays a key role in the coordination and completion of tasks and activities that support in-house Underwriting operations. The position reports to an Operations Director/Manager and has a dotted line reporting relationship with a team of Field and In-House Underwriters. The role is critical to FCBI’s ability to make timely decisions about business opportunities and cultivate long-term business relationships with client agents and policyholders. Business success relies on the ability of the PSS to support a team approach to managing the needs of internal/external stakeholders based on established performance criteria.

Job Responsibilities:

  • Interact with agent clients to provide superior service via phone and email
  • Review submissions for completeness and accuracy ENTRY in system
  • Initiate and manage requests for additional information as needed
  • Data entry for new business submissions, quotes, and binds
  • Develop Submission Package for review by Underwriter
  • Prepare new business quotes and manage quote follow-up activity
  • Bind coverage in preparation for policy issuance
  • Policy/endorsement issuance and post-issuance accuracy review
  • Responsible for documentation of Underwriting files
  • Prepare renewal policies for Underwriting evaluation
  • Prepare policy documentation for Underwriting Renewal Review Team (URRT)
  • Prepare and issue Underwriting cancellation/reinstatement requests
  • Obtain documentation required to facilitate billing process
  • Fully assist Underwriters in all aspects of their primary responsibilities
  • Achieve established PSS productivity and quality requirements
  • Other duties as assigned

Qualifications

  • High School Diploma
  • Accredited Customer Service Representative (ACSR) designation preferred but not required
  • In-depth knowledge of Workers’ Compensation Insurance and related policy processing functions
  • Prior experience as a Policy Service Representative, Underwriting Assistant or Underwriting Technician
  • Strong verbal and written communication skills with ability to interpret abstract information
  • Ability to cultivate and maintain strong business relationships with client agents and policyholders
  • Ability to work independently while managing multiple deadlines
  • Ability to execute complex tasks with concrete and abstract variables
  • Thrives in a fast-paced environment while demonstrating teamwork capabilities
  • Working knowledge of Office 365 tools

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