Private Client Select · 3 hours ago
Operations Analyst
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Answering calls from high net-worth clients and brokers and resolving issues
New business quoting for prospective clients
New business policy and endorsement issuance
Overall support of Private Client Select clients through phone and e-mail correspondence
Demonstrates strong customer service skills with a focus on achieving team service level goals
Demonstrates the ability to handle phone calls/inquires and associated research for call resolution
Ability to review quote requests, interpret underwriting reports, enter application data into quoting systems and prepare quotations for review by underwriter or agent
Ability to review bind request forms, examine original quotes for accuracy, make changes as necessary and issue policies per agent’s request and underwriter’s instruction
Knowledgeable on the quote to bind process– if necessary, creates quotes that are representative of coverage, premiums, etc. that are referenced on bind requests
Knowledgeable on endorsement processing – ability to make policy changes per agent or underwriter requests in accordance with client service authority guidelines
Ability to review quote requote request, order applicable underwriting reports quote changes per agent or underwriter request and release to underwriter or agent based on authority
Ability to handle VIP or special handling accounts
Demonstrate the ability to achieve time service standards as outlined for particular role/function
Demonstrate the ability to achieve quality objectives as outlined for particular role/function
Demonstrates the interest and ability to become cross trained on other functions
Demonstrates the ability to function as a Subject Matter Expert and side by side coach to new hires
Demonstrates the ability to monitor call queues
Maintain and organize written materials, updates to strategies and state-specific changes to stay knowledgeable
Knowledgeable on organizational structure and associated workflows
Qualification
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Required
Demonstrates strong customer service skills with a focus on achieving team service level goals
Demonstrates the ability to handle phone calls/inquires and associated research for call resolution
Ability to review quote requests, interpret underwriting reports, enter application data into quoting systems and prepare quotations for review by underwriter or agent
Ability to review bind request forms, examine original quotes for accuracy, make changes as necessary and issue policies per agent’s request and underwriter’s instruction
Knowledgeable on the quote to bind process– if necessary, creates quotes that are representative of coverage, premiums, etc. that are referenced on bind requests
Knowledgeable on endorsement processing – ability to make policy changes per agent or underwriter requests in accordance with client service authority guidelines
Ability to review quote requote request, order applicable underwriting reports quote changes per agent or underwriter request and release to underwriter or agent based on authority
Ability to handle VIP or special handling accounts
Demonstrate the ability to achieve time service standards as outlined for particular role/function
Demonstrate the ability to achieve quality objectives as outlined for particular role/function
Demonstrates the interest and ability to become cross trained on other functions
Demonstrates the ability to function as a Subject Matter Expert and side by side coach to new hires
Demonstrates the ability to monitor call queues
Maintain and organize written materials, updates to strategies and state-specific changes to stay knowledgeable
Knowledgeable on organizational structure and associated workflows
Curiosity and mindset of a commitment to continuous learning and growth
Critical thinking and innovative problem-solving
Agile adaptability to change and demonstrated results focus
Strong knowledge of P&C industry and products
Demonstrate the ability to deliver 'Best in Class' service
Strong organizational and analytical skills
Strong written and verbal communication skills
Strong attention to quality with an emphasis on details
Strong independent problem solving and analytical skills
Ability to conduct relationship building and competent interpersonal skills
Demonstrate a strong working knowledge of MS Word and MS Excel software and a strong aptitude for PC and internet usage
Ability to work in a fast-paced and ever-changing environment
Preferred
Bachelor’s degree preferred
A minimum of 2+ years insurance experience preferred
Company
Private Client Select
Private Client Select offers property insurance, auto insurance, financial services, and risk management services.
Founded in 2023Berkeley Heights, New Jersey, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Garamoni
Chief Financial Officer
Chris Donahue
Chief Underwriting Officer
Company data provided by crunchbase
