Processing Specialist, Issuance

Posted 25 Days Ago
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Lake Mary, FL
Hybrid
Mid level
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
The Role
The Processing Specialist handles policy processing transactions including policy issuance, changes, and renewals in multiple lines of business. They train and guide less experienced staff and ensure the accuracy of business transactions, communicating with underwriting and branches to resolve discrepancies.
Summary Generated by Built In

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them - and their family members - achieve their physical, financial, emotional and social wellbeing goals.
For a detailed look at CNA's benefits, check out our Candidate Guide .
Under general supervision handles policy processing transactions including Policy Issuance, Policy change Endorsements, Renewals, for multiple lines of business within Commercial or Specialty lines. With direction manages on-boarding and training of new hires plus cross training current staff.
JOB DESCRIPTION:
Essential Duties & Responsibilities

  • Reviews complex incoming business transactions for multiple lines of business and related information for completeness, accuracy, and quality. Gathers third party data and insurance application data to record information in proprietary systems. Works with underwriting and other areas to resolve any discrepancies and process insurance policies in a timely manner
  • Trains less experienced staff and guides and coaches Policy Service Representatives with processing questions/deficiencies at WWO Service Centers.
  • Effectively communicate with Branches and Underwriting to execute on follow up missing and incomplete information.
  • May engage in BPO Partners.
  • Determines workflow activities required to process insurance policy based on line of business.
  • Participates in quality and productivity reviews and provides feedback to management


Reporting Relationship
Supervisor or above.
Skills, Knowledge and Abilities

  • Knowledge of insurance industry and its products and services.
  • SME for assigned transactions and line of business.
  • Ability to train, coach and counsel peers.
  • Knowledge of company proprietary rating and policy administration systems.
  • Detail oriented with solid analytical and computational skills.
  • Strong written, verbal and interpersonal communication skills.
  • Strong teamwork and collaboration skills.
  • Strong customer service skills.
  • Ability to handle multiple tasks and prioritize work.
  • Proficient in Microsoft Office & intermediate search skills.
  • Ability to meet performance standards in a fast paced, production environment.


Education and Experience

  • High school diploma, GED or equivalent.
  • Typically minimum of 3 years insurance transaction processing experience with minimum of 1 year commercial lines processing experience.


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CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .

What the Team is Saying

Meghan Bautista
Mehrzad Adelzadeh
Alison Massey
SenthilKumar Asokan
Zach Jones
Lisa Smith
Josie Lee
The Company
HQ: Chicago, IL
7,000 Employees
Hybrid Workplace
Year Founded: 1897

What We Do

CNA is one of the largest U.S. commercial property and casualty insurance companies. Backed by more than 125 years of experience, CNA provides a broad range of standard and specialized insurance products and services for businesses and professionals in the U.S., Canada and Europe.

As a company of allies, we understand the importance of fostering an inclusive and supportive culture for all employees. Our eight Employee Resource Groups elevate the voices of underrepresented groups and champion critical DEI initiatives in the workplace and beyond. We strive to promote an environment of inclusion and continuously work to ensure all employees feel valued and respected.

Why Work With Us

CNA knows the importance of having the tools you need to expand your expertise and develop your career. With a variety of cross-discipline and cross-functional opportunities, CNA provides you with the tools and resources needed to customize your career path and understand what is needed to be effective in your role.

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CNA Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQChicago, IL
Located in the heart of the loop, CNA’s headquarters are at 151 N Franklin. With close proximity to both L and Metra stations.

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