Processing Service Representative 1 (Finance)
JOB DESCRIPTION
Clearance: New Line Submission & Prospect Entry Processing including
- Reviews incoming submissions to determine correct service branch and customer group
- Performs Agency Licensing validation
- Indexes all supporting documentation in the underwriting file
- Completes entry with the appropriate name clearance system and indexes all supporting documentation in the underwriting file
- Enters Prospects according to business rules
- Generates correspondence associated with new line submissions per Corporate Rules
- Effectively completes navigation and entry through the Submission Desk Widget including both account setup and Technical Rate.
Knowledge, Skills and Abilities: The individual in this position must have strong communication, multi-tasking, and organizational skills. In addition, the individual must demonstrate the following competencies and behaviors:
Workload Management
- Effectively organizes work to meet business objectives
- Customer Focus
- Demonstrates timely responsiveness to customer requests
- Understands customer needs and acts on them
- Listens carefully and attentively
- Asks questions to clarify expectations and issues
- Communicates in a clear, concise, professional manner
- Demonstrates a basic understanding of business unit objectives
- Familiar with basic workflows and procedures
- Understands customer service targets
- Knowledge of underwriting principles, underwriting information, policy coverages and key endorsements
- Basic understanding of financial concepts and terminology
- Developing proficiency in applicable technology and processing tools.
- Ability to work within various Automation Frameworks
QUALIFICATIONS
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ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
