Producer Onboarding Analyst (Finance)
JOB DESCRIPTION
Summary: The Producer Onboarding Analyst will assist in the development and execution of a seamless onboarding experience for new agency partners and producer code enrollment changes for various CISA tiers. This position will also focus on policy level transfers to assist with broker consolidations, producer management system updates, and responsibilities as part of the Producer Services team. The ideal candidate is detail-oriented, can manage their workload in a fast pasted environment, and possesses excellent communication skills.
Key Responsibilities:
- Onboard new producers and update information for new agents in internal systems.
- Prepare and maintain records pertaining to newly onboarded and prospective agents.
- Prepare and send termination letters for agents.
- Provide backup support for termination letters for all existing producers.
- Utilize the following systems according to established workflows for multiple internal systems
- Respond to questions and requests from external agency partners/prospective new agents and obtain appropriate approval for all changes.
- Assist with the collection of necessary documentation (ie. new agent background checks and license verification) and reporting needs to assist with internal and external audits.
- Monitor and respond to questions that come in via the Enrollments mailbox and ensure timely responses and/or refer issues to management as outlined in training.
- Process policy level transfers following established workflows.
- Triage applicable shared mailboxes to ensure all accurate and timely routing of requests.
- Work on special projects as requested such as, excel reports, trend analysis, partnership with other groups
- Provide backup coverage for assigned team members during periods of high volume and/or absences to assist with excessive workloads and rush requests.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
