Insurance operations Analyst

About Company:

Our client is a leading outsourcing partner specializing in mortgage, banking, and insurance operations. With a strong presence in the U.S., India, and the Philippines, they leverage technology and skilled talent to drive efficiency and transformation.

An Ideal Candidate:

The ideal candidate should be experienced in reviewing and verifying borrower documentation for loan processing, proficient in liaising with loan officers, underwriters, and clients to resolve documentation issues, capable of meeting TAT and quality standards while handling escalations and supporting data-driven decisions, and a collaborative team player who leads by example to maintain a stable and motivated work environment.

Key Competencies:

Key Competencies:  - Policy Servicing Operations

New Business Servicing

• Update and maintain risk address information within the EPIC policy servicing module.
• Validate insured information and supporting documentation before system updates.
• Ensure updates comply with agency and carrier servicing standards.
• Maintain accurate documentation and audit trails within the agency management system.

Renewal Processing

• Identify renewal policies exceeding the defined premium increase threshold (e.g., $250).
• Conduct remarketing activities by obtaining comparative quotes through carrier portals.
• Evaluate alternative coverage options and prepare renewal comparison summaries.

Document renewal review activities and update EPIC accordingly