This is a full-time, back-office role that processes personal lines transactions, including home, auto, umbrella, renters, and recreational vehicle policies. The Policy Technician supports the Personal Lines Account Managers so they can spend more of their time with clients.
What you’ll do
- Process endorsements, policy changes, and cancellations requested by account managers in carrier systems.
- Review carrier downloads and incoming policy documents and reconcile them against the agency management system, correcting discrepancies.
- Enter new business and verify that issued policies match what was quoted and bound.
- Process renewals and prepare renewal documents for account manager review.
- Process mortgagee and lienholder changes and issue evidence of insurance and ID cards.
What we’re looking for
- One or more years of insurance processing, banking, or administrative experience preferred. We will train the right person.
- Strong attention to detail and accuracy. This role is about getting every document and transaction right the first time.
- Ability to follow instructions, prioritize a high volume of work, and meet deadlines.
- Experience with Microsoft Office, web navigation, and online carrier systems. Agency management system experience is a plus.
When you apply, we’ll email you the full job description. Chittick Insurance is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.