Proficiency in Microsoft Suite: Excel, Word, and Outlook 365
This team will be involved in processing producer/Adjuster licensing transactions under limited supervision, performs technical insurance duties which requires special knowledge and/or analytical frame of mind. Regularly exercises independent judgement in interpreting procedures and state regulations. Resolves problems of varying scope and complexity on own initiative.
ResponsibilitiesGood written communication skills: Ability to convey information clearly and effectively.
Excellent comprehension and analytical skills: Strong ability to understand and analyze complex information.
Strong data entry skills and attention to detail: Accuracy in entering and managing data.
Experience in using email and webenabled applications: Proficiency in digital communication tools.
Data gathering and numerical ability skills: Competence in collecting and analyzing data.
Competent in fostering a spirit of collaboration and teamwork: Ability to work well with others and promote a cooperative environment.
Possession of a keen sense of acquiring knowledge and expertise quickly: Ability to learn and adapt rapidly.
Project specific requirement
- Develop an understanding of Insurance – Property & Casualty producer with an emphasis on licensing elements and requirements
- Coordinates with a sales / producers and ensures that producers remain licensed in accordance with the client and state regulations and procedure
- Translates and interprets state regulations and informs producers of licensing requirements
- Establishes and maintains files/database reflecting licensing status
- Ensures accuracy of work and reconciles various problems/discrepancies with full responsibility for resolution
- Provides internal and external customer service regarding inquires and providing information
- Offers recommendation to enhance systems applications, work flow and/or operating procedures
- Clear current outstanding items considering procedures and flows documented in Desktop Procedures (DTPs)
- Interact with dedicated client resources through e-mails on process related matters
- Ensure that assigned targets in accordance with SLA metrics are met
- Ensure that quality of transactions is in compliance with predefined parameters laid down by SLA metrics
Graduate. Bachelors in any domain
2 to 4 year of experience
Skills Required
- Bachelor's degree
- 2 to 4 years of experience
- Proficiency in Microsoft Excel
- Proficiency in Microsoft Word
- Proficiency in Outlook 365
- Strong written communication skills
- Excellent comprehension and analytical skills
- Strong data entry skills and attention to detail
- Experience with email and web-enabled applications
- Data gathering and numerical ability skills
- Teamwork and collaboration skills
- Ability to learn quickly and acquire subject-matter expertise
- Knowledge/understanding of Property & Casualty insurance producer licensing and state requirements
- Ability to translate and interpret state regulations for producers
- Experience maintaining licensing files/databases and reconciling discrepancies
- Customer service skills for internal and external inquiries
- Ability to meet SLA metrics and quality parameters
- Ability to follow Desktop Procedures and recommend process/system improvements
What We Do
Choosing a digital partner is about more than capabilities — it’s about collaboration and character. Unrealistic overhauls and off-the-shelf products ignore what matters most — your unique needs, culture, goals, and your legacy data and technology environments. At EXL, our collaboration is built on ongoing listening and learning to adapt our methodologies. We’re your business evolution partner—tailoring solutions that make the most of data to make better business decisions and drive more intelligence into your increasingly digital operations. Whether your goals are scaling the use of AI and digital, redesign operating models, or driving better and faster decisions, we’re here to partner with you to help you gain—and maintain—competitive advantage with efficient, sustainable models at scale. Our expertise in transformation, data science, and change management helps make your business more efficient and effective, improve customer relationships and enhance revenue growth. Instead of focusing on multi-year, resource- and time-intensive platform designs or migrations, we look deeper at your entire value chain to integrate strategies with impact. We use our specialization in analytics, digital interventions, and operations management—alongside deep industry expertise — to deliver solutions that help you outperform the competition. At EXL, it’s all about outcomes—your outcomes—and delivering success on your terms. Share your goals with us and together, we’ll optimize how you leverage data to drive your business forward. For more information, visit www.exlservice.com.
