Direct training of branch and MGA personnel on Insurance operations and procedures
Assist in the training and answering any questions of the branch and MGA personnel on all Insurance systems. (ie: Subscribe, Duck Creek, IMS, APT, Documentum, Docucorp, Procede, Bordereau Feeds, Oden, ISONET, Sage, Other Underwriting tools)
Quality Assurance / Compliance/Reporting
Develop operational and procedural documentation for field personnel.
Assist in performing the Sarbanes Quarterly Audit.
Assist the Underwriting Compliance Department in any Insurance Audits - concentrating on the Operational/Procedures/Processing issues.
Assist in completing Monthly and yearly Data Calls for all companies.
Assist in completing Quarterly ISO Stat Reporting.
Assist in completing Special Data Calls.
Assist in resolving any financial reconciliation issues in cooperation with the Finance Team involving premiums, claims and/or reinsurance.
Coordinating the management of existing and new forms / manuals with the Compliance Department to ensure conformity.
Assist in identifying issues by monitoring operation metrics (time to quote, issue, etc).
Assist in refining processes and procedures in a manner which improves TA effectiveness and efficiency.
Systems Change Control Monitoring and Management
Assist in managing, developing and monitoring any new system applications for the Insurance Company.
Assist in creating Change Requests for any Insurance systems. Work closely with Insurance IT Business Analyst in analyzing, documenting, and prioritizing the requested changes from the business.
Approve application testing of Change Requests before being deployed to production.
Work with the Insurance IT Business Analyst in planning and conducting any User Acceptance Testing as well as planning and managing deployment of any systems or new phases/releases of existing systems.
Create systems manuals or system change documentation.
Strong knowledge of the following:
o Admitted and Surplus Lines Rules and Regulations
o Primary and Excess lines rating, coding and policy issuance
o Lines of Business: Property, General Liability, Workers Compensation, Hospital Professional Liability, Management Liability and Professional Lines.
5+ years experience in property/casualty insurance
The Regent Group - 20 months ago