New Policy Specialist processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Being a New Policy Specialist serves assigned accounts by responding to inquiries and resolving issues of concern. May handle more complex situations or issues. Additionally, New Policy Specialist requires a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. The New Policy Specialist gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a New Policy Specialist typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Client & Policy Servicing Specialist
Hartford, CT
Looking to join an engaging and collaborative company that offers competitive compensation and benefits packages – including generous paid time off, fully vested matching 401k, professional and educational growth opportunities, and recognition for exceptional performance in a flexible and casual hybrid work environment?
CapSpecialty® is seeking a business-focused Client & Policy Servicing Specialist to work with their Directors and Officers, Errors & Omissions, Healthcare and Specialty Casualty Underwriting teams.
While delivering service excellence, this position will be responsible for supporting the Underwriting team through the policy life cycle, including processing new and renewal quotes and policies and post bind service, with high efficiency and quality to our broker partners and Insureds. The position will assist the company in achieving and improving service standards through process improvements and team collaboration.
Education & Experience:
Essential skills:
CapSpecialty is a leading provider of specialty insurance and bonds for small- to mid-sized businesses in the U.S., offering commercial Casualty, Professional Liability, Surety and Fidelity products in all 50 states and the District of Columbia. By working with select partners through a limited distribution model, CapSpecialty's creative, hard-working team provides personalized service and cultivates mutually successful partnerships to deliver positive results. CapSpecialty's carriers have an A ("Excellent") rating from A.M. Best, writing both admitted and non-admitted policies on the paper of Capitol Indemnity Corporation, Capitol Specialty Insurance Corporation and Platte River Insurance Company – Berkshire Hathaway companies. For more information please visit CapSpecialty.com.
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Equal Employment Opportunity Employer
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