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Policy Processing Representative
Ryan Specialty. Process policy-related transactions accurately and efficiently while ensuring compliance with company policies and regulatory requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing policy-related transactions, ensuring compliance with regulatory requirements, and providing exceptional service to clients. Proficient in data management and reporting, with strong organizational skills to optimize processes and support underwriting tasks.
Highest-signal resume keywords
Policy ProcessingInsurance ExperienceMS Office ExcelData IntegrityCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ApplicationsUnderwriting TasksRisk AssessmentPremium CalculationData InputSQL Knowledge
Soft Skills
Attention to DetailOrganizational SkillsTime ManagementTeam CollaborationVerbal Communication
Tools & Technologies
Core Business SystemsMS Office Word
Industry Keywords
Commercial InsuranceRegulatory CompliancePolicy EndorsementsCancellationsReinstatements
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Process policy-related transactions accurately and efficiently while ensuring compliance with company policies and regulatory requirements
- Review and verify policy applications, endorsements, and cancellations
- Input data into computer systems and issue policy documents to clients
- Handle inquiries from policyholders, agents, and other stakeholders
- Assist with underwriting tasks, including assessing risk factors and calculating premiums
- Clear new business submissions and populate underwriting applications
- Bind and issue new and renewal commercial insurance policies
- Process endorsements, cancellations, reinstatements, and related notices
- Troubleshoot booking and accounting issues or discrepancies
- Communicate with management, underwriters, and brokers to obtain required information
- Provide service to internal and external customers
- Create and distribute routine and ad-hoc reports
- Participate in special projects
- Collaborate across the organization on process optimization and innovation
Requirements
What you’ll need- BA/BS degree preferred; business and/or technology-related degree a plus
- Minimum of 1 year of experience in an office environment
- Insurance experience preferred
- Experience with core business systems and applications preferred
- Intermediate to advanced MS Office Excel and Word skills required
- SQL knowledge a plus
- Excellent verbal and written communication skills
- Attention to detail, accuracy, and data integrity
- Strong organizational and time management skills
- Ability to maintain standards of quality and quantity of output established by management
- Ability to work well within a team and continually learn in a fast-paced, constantly changing environment
Benefits
Comp & perks- Paid time off for company holidays, vacation, sick and personal days
- Paid parental leave
- Mental health services
- Bonuses for full-time roles
- Comprehensive benefits package supporting physical, financial, and emotional well-being
- Reasonable accommodations for individuals with disabilities