Licensed Personal Lines Policy Processor II

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute. Join our team where every individual takes pride in driving their role for shared success.

JOB SUMMARY:

Under the direction of the Department Manager, the P&C Licensed Policy Processor 2 performs the essential functions of the position, which include but is not limited to servicing the needs of clients and making changes to existing accounts. Specific service and underwriting responsibilities are required in this position. Meets service and underwriting standards and performs essential functions at or above the quality and service standards of Aspire General Insurance Services.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Compare information from the application to the criteria for policy reinstatement and approve reinstatement when criteria are met;

• Compose business correspondence for supervisors, managers, and professionals;

• Correspond with the insured or agent to obtain information or inform them of account status or changes;

• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes;

• Modify, update, and process existing policies to reflect any change in the amount of coverage or type of insurance;

• Notify the insurance agent and accounting department of policy cancellation;

• Process policy cancellation requests within company guidelines;

• Organize and work with detailed office records, maintaining files and/or logs of various projects;

• Process and record new insurance policies and claims;

• Process, prepare, and submit business or government forms;

• Review and verify data, such as age, name, and address on insurance applications and policies;

• Transcribe data to worksheets and enter data into the computer for use in preparing documents and adjusting accounts;

• Maintaining communication with the Supervisor on the progress of ongoing tasks and/ or projects;

• Anticipate project needs, discern work priorities, and meet deadlines;

• Provide backup when requested to sign in to phone queues during escalated call volumes;

• Possible auditing of trainees, policy processing tasks, documents, brokers, etc.

• Additional assignments to support department management.

• Complies with state and federal laws, Department of Insurance criteria, insurance carrier, and Aspire General Insurance Services policies, procedures, and work rules;

• Prompt and regular attendance;

• Other duties as assigned.