Operations Associate

Pharmacists Mutual has an opening for an Operations Associate. This position assists the Underwriting Team through the use of technical skills by providing a broad range of administrative duties and support functions.

Operations Associate I  

• Supports the underwriting process through data entry, policy processing and other tasks as assigned.
• Has a broad understanding of the underwriting workflow and the software systems.
• Processes basic premium audits.
• Ability to recognize system irregularities.

Operations Associate II

• Demonstrates a history of high quality work.
• Ability to troubleshoot and test any system enhancements or fixes.
• Processes intermediate premium audits.
• Assists in customer service phone calls.
• Provides administrative support to the underwriting team in areas of documentation, report management and vendor management.

Senior Operations Associate

• Demonstrates a history of high quality work and is capable of being a lead-by-example contributor to the team, including mentoring team members as assigned.
• Assist Underwriting management with analysis, resolution and management of multifaceted matters as assigned
• Executes and coordinates system testing between Underwriting and IT.
• Processes advanced premium audits, including audit dispute resolution.
• Undertakes special projects and assignments contributing to ongoing improvements in the audit process and further enhances the overall customer experience.
• This position includes the roles of trainer and systems coordinator for the Underwriting team.

Essential Functions

Essential functions may include, but are not limited to the following:    

• Ensures data quality and accuracy, timely data entry, and policy processing.
• Understands the software data fields and is capable of interpreting and transferring information from applications, etc. to the corresponding data field.
• Provides timely and quality customer service.
• Attends and participates in appropriate meetings.
• Recognizes discrepancies and refers information back to appropriate teammate.
• Documents all transactions according to Company guidelines.
• Determines correct exposures and classifications for premium audits.

Knowledge, Skills and Abilities

• Thorough knowledge of principles and practices of insurance underwriting, collection and interpretation of data.
• Ability to use initiative and apply innovative thinking.
• Ability to organize and prioritize work.
• Establish and maintain effective working relationships in a team environment through written and oral communication.
• Correct English usage, spelling, grammar, vocabulary and punctuation.
• Ability to work independently.
• Contribute effectively to the accomplishment of all goals and objectives.
• Ability to interpret and apply laws, rules and regulations.
• Analyze complex issues and make critical decisions.
• Read, interpret and input data efficiently and accurately.
• Communicate and work effectively with others (oral and written).
• Follow oral and written directions.
• Ability to provide effective customer service.
• Ability to handle multiple tasks at once.
• Meet definite deadlines and deal with pressure situations.
• Obtain and utilize sensitive information discreetly and objectively.
• Determine when to escalate concerns to the appropriate level of management.
• Utilize computer and related software effectively, and be skilled in Microsoft computer programs.

Experience and Education Qualifications

Operations Associate I

• High School diploma or equivalent and 1 year of related experience; or
• Associate's Degree or equivalent

Operations Associate II

• High School Diploma or equivalent and 3 years of related experience; or
• Associate's Degree or equivalent and 1 year of related experience

Senior Operations Associate

• High School Diploma or equivalent and 5 years of related experience; or
• Associate's Degree and 3 years of related experience; or
• Bachelor's Degree