Policy Processing Representative - Transportation

Responsibilities

• Policy Processing & Execution
• Review and process a variety of policy transactions, including submissions, policy issuance, endorsements, cancellations, renewals, filings, and monthly reporting.
• Validate accuracy of policy data within carrier and internal systems, ensuring completeness and alignment with underwriting intent
• Complete complex or non-standard transactions that fall outside the scope of centralized processing teams
• Ensure all work meets company, carrier, and regulatory requirements
• Quality Assurance & Exception Handling
• Perform quality reviews and audits of work completed by centralized processing teams
• Identify errors, trends, and gaps, and take corrective action as needed
• Handle escalated or exception-based tasks requiring advanced knowledge and critical thinking
• Provide clear feedback and guidance to improve quality and consistency
• Stakeholder Support
• Partner with underwriters, agents, and carriers to resolve policy-related inquiries and discrepancies
• Respond to questions and escalations from centralized teams
• Handle agent and broker phone inquiries related to policy processing
• Ensure clear communication and timely resolution of issues
• Process Oversight
• Monitor assigned workflows to ensure compliance with service level expectations and turnaround times
• Support prioritization and distribution of work across processing teams
• Identify process inefficiencies and recommend improvements
• Assist in maintaining and enhancing standard operating procedures
• Collaboration & Training
• Assist in onboarding and training of new team members and processing staff
• Act as a subject matter expert (SME) for policy processing workflows
• Partner with leadership to drive operational efficiency, standardization, and continuous improvement
• Share best practices across the team

Requirements

• Experience in insurance operations, underwriting support, or a related role (commercial lines preferred)
• Exposure to transportation insurance or the ability to quickly learn transportation-specific workflows
• Experience working with centralized processing or shared services teams is helpful
• Strong attention to detail with a focus on data accuracy and quality assurance
• Demonstrated ability to handle complex tasks, exceptions, and escalations
• Effective communication skills, including experience supporting internal and external stakeholders
• Ability to manage multiple priorities in a high-volume, fast-paced environment
• Proficiency in Microsoft Excel, Teams, and OneNote is helpful
• Key Competencies
• Quality assurance and attention to detail
• Critical thinking and problem-solving
• Cross-functional collaboration
• Process improvement mindset
• Organization and workload management
• Accountability and ownership
• How We Support Our Teammates
• The target hourly rate range for this position is $20.45 - $22.60 per hour.
• The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time rol

Benefits

Additional Information

Position Summary The Policy Processing Representative - Transportation is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums. What will your job entail?

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Company Intel

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