Processing Specialist

PEAK6 InsurTech knows that technology rules just about everything, which is why we wanted to bring insurance to the 21st century. We threw the rule book out the window and are forging our own path in the industry, and we want you to join us. 

Joining PEAK6 InsurTech won’t lead you to just a job, it will lead you to a true career path. We value our employees, understand their career aspirations, and support them in their goals by making sure they have opportunities to develop and advance in a multitude of ways. At its heart, PEAK6 InsurTech, along with our subsidiaries We Insure and Team Focus Insurance Group, is focused on epic innovation and trail-blazing technology to serve our customers and partners better. Learn more about joining and growing in our future-focused environment – and being epic with us!

This is a fully remote position

Summary: Develop, support and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier.

Essential Duties and Responsibilities include the following.  Other duties may be assigned.   

Receive incoming phone calls and tasks regarding a policy document request, billing inquiry or renewal review. 

Locate new or renewal policies in the system, review for accuracy and set up for delivery to the policyholder. Communicate with insureds, agents and underwriters to ensure policy renewals are bound, provide task and billing updates, cancellation review, policy status when necessary. 

Set up accounts in system and process FNOS (First Notice Of service) and FNOS Renewal tasks. 

Process insured request cancellations and White Glove pre-cancellation communication. 

Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion. 

Competency: To perform the job successfully, an individual should demonstrate the following competencies: 

Accountability - Demonstrates a sense of ownership and responsibility in successfully delivering results. 

Analytical - Uses intuition and experience to complement data. 

Client Services - Manages difficult or emotional client situations; Responds promptly to client needs; Solicits client feedback to improve service; Responds to requests for service and assistance; Meets commitments.  

Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organization’s core values. 

Interpersonal - Creates effective working relationships across multiple levels and multiple functions within both client and Company organizations. 

Motivation - Demonstrates persistence and overcomes obstacles.  

Oral Communication - Speaks clearly and persuasively in positive or negative situations; demonstrates consultative telephone sales skills; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. 

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Ability to handle multiple tasks. 

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully. 

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Follows through on commitments.                                 

Project Management - Manages multiple projects and multi-level projects simultaneously.  Adaptable and able to perform different roles on projects as required.  

Selling – Consultative sales skills and documents sales process.  

Technological – Understands technology as related to Property/Casualty products; Able to interact and converse with client on matters of a technical nature. 

Computer Skills - Ability to effectively use multiple internet browsers, navigate through tabs, Microsoft 365 programs, Teams communication platform.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. 

Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education/Experience: 

Associate’s or bachelor’s degree from a four-year college or university, business degree preferred; or two (2) to four (4) years Agency experience in Personal & Commercial Lines including homeowners and other lines; or equivalent combination of education and experience.  3-5 years experience servicing or selling Property & Casualty Insurance Commercial policies.  Previous call center experience a plus. 

Language Ability: 

Ability to read, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, and clients.  Bilingual (English and Spanish) language skills preferred. 

Math Ability: 

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. 

Reasoning Ability:  

Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. 

Computer Technical Skills:  

To perform this job successfully, an individual should have a working knowledge of Microsoft Office applications to include Word, Excel, PowerPoint, and Outlook and Internet browser applications. Must be able to use a variety of office equipment, including scanner, copier, fax machine, and calculator. 

Certificates and Licenses:  

None required.  

Supervisory Responsibilities:  

None 

Work Environment: 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually moderate. 

Physical Demands: 

Ability to work a rotating shift, with hours extending to 8:00pm ET.   

While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear over the telephone; sit for extended periods of time; use hands to, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. 

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.  

Travel Required:  

None 

Why join the PEAK6 InsurTech Team?  

The PEAK6 InsurTech Difference:

• Medical, Dental, Vision, Life, Pet; Flexible Spending Account

• Competitive Salaries

• 401K Match  

• Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave

• Short and Long-Term Disability

• Employee Support Programs, Including Mental Health

• Tuition Reimbursement  

• Matching Charitable Gift Program

• Lucrative Referral Program

• Commuter Benefits

• Flexibility: Remote and Hybrid Opportunities Available

Founded by PEAK6 Investments in 2021, PEAK6 InsurTech began with the vision to challenge the status quo of the insurance industry and to revolutionize it. Along with our subsidiaries We Insure and Team Focus Insurance Group, we know it’s not about the corporation, it’s about the people. At its heart, PEAK6 InsurTech focuses on developing and implementing innovative technology and processes to serve its customers better. Whether propelling the insurance industry to run more efficiently or bringing together diversified businesses that span the entirety of the insurance lifecycle, PEAK6 InsurTech is dedicated to democratizing insurance and giving customers the power to choose.

This position is not able to be performed in California, Colorado, New York or Washington. 

 EEO

PEAK6 InsurTech is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability

PEAK6 InsurTech is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.