Associate Operations Account Specialist at Travelers managing multi - state accounts and collaborating with various business partners. Delivering quality service and building strong partner relationships.
About the role
- Underwriting Tech I assisting with personal lines insurance at Orchid Insurance, learning underwriting skills under mentorship. Gaining knowledge of risk decisions and client relationship management in a team environment.
Responsibilities
- Learn underwriting discipline to make determinations to approve, modify, or escalate risks based on underwriting guidelines of the carrier, with guidance and direct mentorship from experienced underwriters.
- Build technical underwriting skills through training and hands-on learning, gaining experience in account reviews, underwriting thought processes, and file documentation, including underwriting decisions, approvals, correspondence, and follow-ups under supervision.
- Gain knowledge of how to process underwriting referrals or other assigned work/risk reviews.
- Provides phone/chat coverage; build foundational knowledge needed to provide phone/chat coverage as necessary to meet client service levels.
- Provide support for team Inbox and/or Dashboard by working assigned tasks.
- Build and maintain strong relationships with agents and clients by responding to inquiries in accordance with SOPs, ensuring clarity in communication, and delivering customer-centric solutions.
Requirements
- High School diploma or equivalent required.
- Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent attention to detail and organizational skills.
- Effective verbal and written communication skills.
- Strong customer service orientation.
- Experience in customer service or administrative roles within the insurance industry (preferred).
- Actively work towards obtaining relevant certifications and licenses (such as FL 2-20 license or the equivalent non-Florida resident state equivalent Property & Casualty license) (preferred).
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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