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This position is responsible for leading and managing the execution of insurance product and service delivery projects, overseeing timelines and deliverables, coordinating efforts across extended team members, and ensuring seamless, high-quality client support throughout the project lifecycle. The Insurance Program Delivery Specialist handles small to mid-sized global accounts of moderate complexity, requiring technical knowledge of systems and procedures, under supervision.
Job Responsibility:
Creates master insurance policies, invoices and any required additional documents for their book of business in accordance with negotiated terms and conditions, territory requirements and company compliance
Manages their accounts renewals by leading extended team members to ensure timely processing of underlyers and invoicing
Provides high quality customer service for internal and external client needs
Responsible for assisting with the collection, review and processing of prospect/client locations and values in our corporate systems
Maintains client and broker contact information and document distribution instructions
Follows corporate procedures, guidelines and governance for processing of insurance deliverables
Requirements:
High School or GED required
Prefer some college/university coursework
At least one year in an office environment, preferably within an insurance, finance or other regulatory environment
Proficiency in Microsoft Office, especially Excel
Strong written and verbal communication skills
Collaborative team player with ability to work independently
Experience in project coordination or management preferred
Ability to lead through influence and build trust in a fast-paced operations environment
Strong math aptitude with strong analytical and problem-solving skills
Excellent planning, organization, and prioritization abilities
High attention to detail and accuracy, including proofreading
Self-motivated with solid time management skills
Comfortable working under pressure and adapting to change