Operations Technician

Roles and Responsibilities

Underwriting Operations

• Create / validate bookings in policy admin / finance systems per Business Instructions received in a timely manner before close periods;
• Perform data quality checks (parties, terms, taxes, coding) and obtain missing info;
• Triage and manage submission inboxes and trackers; ensure SLA adherence;
• Execute standard QA checks and escalate deviations by working with the Local Operations team, UW Operations team Lead , and IT implementations to review and monitor key underwriting controls related to production;
• Produce standard and ad-hoc reports as required in coordination with the UW Ops Team Lead;
• Understand and work on all Operations and Administration systems SPARC & Eclipse understanding system capabilities and existing manuals related to system usage maintaining latest updates in course;
• Ensure taxes are correctly processed internally into the booking system as instructed by local office;
• Store, file and follow up for EU branches on signed QA and report missing ones
• if any for booking workload control;
• Ensure all risk and policy queries are communicated through the appropriate channels and responded to in a timely manner in collaboration with Local coordinator and UW Operations team lead;
• Report priority matters recognized when these need to be escalated such as rejections or raising issues related with production booking which affect month reporting;
• Complete, fill and maintain updated production report files in order to track EU offices workload related to bookings;
• Participate, understand and assist in the implementation and improvement of the Underwriting Process of the branch and follow up processes and internal rules and controls as established.

Finance Operations

Experience

Skills

Systems & IT

Qualifications