Processing Technician II (UW0000000129)

110952

Job Summary

To provide support to underwriters, underwriting assistants, and raters in areas requiring specialized skills or knowledge in the processing of all transactions, including new submissions, renewals, endorsements and cancellations and deliver excellent customer service.

Job Accountabilities - Key Accountabilities

Enter or retrieve policy information and input routine and non- routine entries and transactions.
Access various systems to input data and compile information and reports for internal customers.
Electronically process insurance submissions, using internal computer systems.
Distribute mail and work.
Perform simple calculations and standardized computations.
Electronically file and index documents.
Operate office equipment, such as scanners, and perform related tasks such as document indexing.
Review and process policy changes and make correction entries to policies.
Research and correct routine, or more complex, system errors.
Type and/or process a variety of filings, forms and letters, to comply with legal requirements.
Carry out the more complex regulatory reporting in the department.
Maintain knowledge of state filings.
Respond promptly and accurately to requests for information.
Reconcile discrepancies, perform self-check of own work, and check the work of others, especially that of more junior staff, and perform general quality control functions, as needed.
Act as ´go to´ person within the department, because of knowledge and specialized skills attained.
Process all work within department standards.
Work on special projects, as assigned, some of which are complex.
Process and codes documents on one or more systems.
Lay out and prepares reports, to include statistical reports.
Service the needs of customers.
Support others who maintain relationships with customers.
Recognize and respond to or refer opportunities.
Identify and resolve problems by referring to policies, procedures, standards.
Continually improve unit performance by analyzing and recommending enhancements to technical procedures

Job Qualifications

Required:
• High School Diploma or Equivalent and 1 or more years of experience in the Underwriting area

OR
• Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Underwriting area

Preferred:
• Excellent customer service skills
• Advanced data entry skills
• Strong Microsoft Office skills
• Experience working in a high volume, production environment
• Detail oriented

Job Functions

• May act as a lead, and may train new processing technicians to the department.
• May compile and arrange data and conduct routine reporting on same.
• May assist in running reports.
• May independently handle questions within the department.
• May communicate with program administrators, if necessary.
• May act as a lead and distribute work.

Business Accountabilities

• Create regular and accurate reports in standard formats to enable project teams to monitor and evaluate performance against plan.
• Develop a practical understanding of how processes and systems in own area of work relate to the management of risk and compliance.
• Prepare documents, presentations and other materials to a clear brief, using established formats and standard software so that underwriters may make decisions.
• Provide feedback and recommendations for improvement of processes and systems.
• Create regular and accurate reports in standard formats to enable managers to monitor and evaluate customer service standards.
• Provide basic procedural advice to internal clients to ensure that internal standards are adhered to.

You are the heart & soul of Zurich!

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives.

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.

Let’s continue to grow together!