Commercial Policy Services Specialist Job at DMC Insurance, Inc., Indianapolis, IN

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  • DMC Insurance, Inc.
  • Indianapolis, IN

Job Description

About the Company:

We are seeking an experienced, highly motivated insurance professional to join our Underwriting Operations team. The ideal candidate should have commercial P&C policy holder services experience. In addition, the ideal candidate will be committed to providing excellent customer service. Lastly, the ideal candidate will add to and bolster DMC’s unique culture – a workplace built in enthusiasm, entrepreneurship, integrity, communication, proactive problem solving, and a genuine passion for helping our customers and agents.

Responsibilities:

  • Handle various rating functions & processes in order to support Underwriting with critical data necessary for their risk pricing process
  • Conduct initial triage of submission applications, as well as quality review the accuracy of submission entry previously entered in the clearance and reservation system
  • Order and screen miscellaneous reports needed in the rating and underwriting processes such as D&B, motor vehicle reports, loss history reports, OSHA, SAFER, business websites, etc.
  • Prepare binder letters and correspondence related to policy issuance
  • Issue policies, endorsements, collateral and all related forms in a timely and accurate fashion
  • Ensure policy transactions are rated, booked, invoiced and issued accurately, meeting the corporate time service standards
  • Create conditional, non-renewal, and/or other legal policy notices
  • Prepare requisite motor carrier filings for insured customers
  • Follow up with key stakeholders to ensure requisite signatures are received in a timely fashion
  • Respond to broker and insured customer requests for information
  • Manage customer information in multiple databases
  • Maintain, organize and update customer information files
  • Assist with monitoring central Underwriting mailboxes, including assigning work
  • Prepare underwriting documentation forms and workbooks and enter general information, including OSHA and CAB report ordering for new business and renewals
  • Support various underwriting and operations processes, including communication with outside brokers, as well as internal departments in support of the underwriting process for current and prospective clients
  • Communicate, as needed, with internal departments to answer policy questions and resolve issues
  • Identify and recommend opportunities to make processes more efficient

Requirements:

  • Commercial P&C Policy Holder Services experience.
  • Solid knowledge of ISO commercial lines policy rating and issuing transactions in corporate systems
  • Bachelor’s degree preferred - relevant experience accepted in lieu of degree
  • Excellent analytical, critical thinking, time management and organizational capabilities with a strong customer service focus while building solid relationships
  • Intermediate to advanced Microsoft Office skills, including Word, Excel, Outlook, Access
  • Ability to follow protocol with an emphasis on quality, timeliness and customer service
  • Ability to learn complex rules and regulations related to motor carrier insurance

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