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Operations Representative - Personal Risk

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General Description: Responsible for the accurate and timely handling of various PRS client transactions including summaries of insurance, endorsements processing and verification endorsements issuance. Requires attention to detail supporting our Premier and Preferred account managers in maintaining the integrity of the clients electronic files. Individual must have the ability to work tasks assigned in team environment, meeting deadlines, and contributing to the overall success of National Shared Services.



  • Provide prompt, knowledgeable service of requested policy transactions accessing carrier systems to process requests received.
  • Maintain transaction documentation of client files in Sagitta and ImageRight in accordance with Workflow standards.
  • Update database to reflect changes and maintain current policy coverage detail. This may involve data entry of account information into Sagitta, checking information received against data already entered via carrier download, and/or cross checking information against carrier system.
  • Respond to Account Managers requests for information, documents, and general technical inquiries.
  • Correspond with assigned servicer and/or Account Manager for any transaction with missing information or additional clarification to process.
  • Prioritize daily allocation of work based on time sensitivity of documents and determine appropriate action to be taken.
  • Meets or exceeds individual daily processing requirements and monthly accuracy goals.
  • Creation and distribution/posting of monthly Regional Management Reports
  • Assist managers with special projects as needed.
  • Maintain client files accurately and consistently; responsible for proper documentation for all transactions processed in accordance with company workflows, procedures and best practices.

Knowledge, Skills and Abilities:

  • 1-3 years experience in Personal Lines Insurance with automobile, homeowners, liability and other related products. Agency/Broker experience preferred.
  • High School Graduate. College degree preferred, but not required.
  • Effectively handle tasks which require the use/interaction with multiple software applications
  • Strong written, oral and interpersonal communication skills.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Knowledge of Personal Risk carrier systems processing.
  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Advanced knowledge of Word and Excel preferred, but not required. Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

  • Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
  • Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.
  • Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

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