Senior Policy Services Specialist

Position Summary
The Senior Policy Service Specialist (SPSS) is a Subject Matter Expert (SME) in the coordination and completion of critical tasks and activities that support in-house Underwriting operations. This team member reports to an Operations Director/Manager and has a dotted line reporting relationship to Field and In-House Underwriters. The incumbent demonstrates a mastery in all aspects of the Policy Service Specialist (PSS) role and provides a heightened level of team and organizational support. The SPSS 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 SPSS to support a team approach to managing the needs of internal/external stakeholders based on established performance criteria.


  • Evaluate accounts to determine alignment with underwriting need
  • Interact with agent clients to provide superior service via phone and email
  • Review submissions for completeness and accuracy
  • 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
  • Underwriting Renewal Authority (</= $10K in Annual Premium)
  • 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
  • May receive Underwriting authority to review/approve renewal business
  • May prepare reports as requested by Underwriting or Leadership Team
  • May define PSS process and develop associated training materials
  • May facilitate PSS new employee and developmental training sessions
  • Achieve established PSS productivity and quality requirements
  • Other duties as assigned


  • Associates degree or equivalent combination of education and work experience
  • Associate in Commercial Underwriting (AU), Certified Insurance Counselor (CIC), Accredited Customer Service Representative (ACSR) designation preferred but not required
  • Three to five years prior experience as a Policy Service Representative, Underwriting Assistant or Underwriting Technician
  • In-depth knowledge of Workers’ Compensation Insurance and related policy processing functions


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. 

FCBI is an equal opportunity employer. All applicants will be considered for employment regardless of color, race, religion, disability, sex, sexual orientation, gender identity, age, national origin, veteran status or any other characteristic protected by Federal, State and/or local law.

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Max. file size: 50 MB.