Operations Associate

  • Pharmacists Mutual
  • Algona, IA, United States

Job Description

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


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