Producer Onboarding Analyst

JOB DESCRIPTION

Chubb Insurance Solutions Agency (CISA) is embarking on an expansion plan to our business development team which will allow us to bring industry-leading products to a larger number of independent agents across the country.

At CISA, you'll be part of a dedicated team that values innovation, collaboration, and professional growth.

We foster a supportive work environment where your contributions will make a meaningful impact.

If you're ready to advance your career and help us deliver exceptional service to our agents and clients, we encourage you to apply!

Summary: The Producer Onboarding Analyst will assist in the development and execution of seamless onboarding experience for new agency partners and producer code enrollment changes across various tiers.

This role will also support 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-paced workload, and demonstrates strong 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 letters of termination for existing Chubb producers.


* Utilize the internal systems according to established workflows


* Respond to questions and requests from external agency partners/prospective new agents and obtain appropriate approval for all changes.


* Process requested updates, ensuring all producer entries are properly approved.


* 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.


* Process enrollment, 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

Qualifications & Experience:


* Associate degree preferred, or equivalent job experience.


* Insurance industry experience is a plus.


* Analytical and critical thinking skills to support the producer code onboarding process.


* 2+ years of proven experience in data entry with a high level of accuracy and attention to detail and ability to manage large volumes of data efficiently and effectively.


* Strong organization skills and the ability to prioritize tasks.


* Ability to work indepe...