Insurance Product Specialist II

Insurance Product Specialist II handles small and medium-sized worldwide accounts under supervision, requiring technical knowledge of systems and procedures. Follows corporate rules, guidelines and governance for processing policy documentation in support of worldwide insurance programs following defined processes. Maintains all aspects of client information in all appropriate systems for designated territories. Coordinates the efforts of multiple resources to ensure procedures and workflows are properly followed. Interacts with internal and external clients. This is the first of three levels within the job family. Work at this level needs to be verified and approved.

Responsibilities:

• Performs various insurance and reinsurance processes under supervision and direction in order to ensure timely delivery of quality products to new and existing clients.
• All activities are in support and at the direction of the authorised individual(s) within company licensed territories.
• Creates underlying policies and invoices in accordance with client and corporate instructions for designated territories.
• Prepares and distributes documentation to WorldReach Partners including, but not limited to, pre-renewal information, initial policies, associated documentation and endorsements utilising appropriate delivery methods.
• Maintains all required tracking systems in line with Corporate guidelines.
• Tracks deadlines and interacts with all areas of the business.
• Processes accurate data and information.
• Accurately records data and maintains integrity of all applicable systems.
• Ensures compliance with various domestic and international guidelines.

Requirements:

• 1+ years of experience required to perform essential job functions.
• Additional Experience Qualifier (optional): Preferably within an insurance, finance or other regulatory environment.
• Combination of education and work experience will be considered.
• Bachelor's degree required.

Must Have Skills:

• Proficient Microsoft 365/ Microsoft Office (especially Excel, Outlook, Word).
• Strong math aptitude.
• Banking, Reading, proofreading, reviewing documentation, following processes.
• Excellent communication skills, both oral and written English.

Good to have Skills:

• Ability to learn and understand proprietary business systems and workflow tools.
• Insurance/Insurance Operations/Insurance Process (understanding of renewals, endorsements, claims, cancellations).
• Financial knowledge and process exposure are preferred.
• Proficient in researching issues, identifying problems, and finding solutions.

Additional Skills:

• Strong computer skills, including the ability to perform internet research.
• Ability to prioritise and manage multiple tasks.
• Customer focus.
• Detail-oriented.
• Team orientation.
• Excellent interpersonal skills.
• Multiple language skills preferred.
• French, Spanish or Portuguese is a plus.