Operations Analyst

Job Overview About Private Client Select Insurance, LLC (PCS): Private Client Select offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built. PCS employs approximately four hundred staff members. The company is based in Berkley Heights, NJ with additional offices in New York, NY, and Schaumburg, IL. The ideal candidate will be in the metro New York, New Jersey, or Chicago area to allow for regular in-office presence. This role is considered hybrid, offering flexibility in work arrangements but the expectation will be that an office visit will be required multiple times a week. About the Position: The PCS Operations Analyst is a member of the operations team responsible for processing core functions including, but not limited to: Answering calls from high net-worth clients and brokers and resolving issues New business quoting for prospective clients New business policy and endorsement issuance Overall support of Private Client Select clients through phone and e-mail correspondence Job Functions and Responsibilities The ideal candidate for this position: Demonstrates strong customer service skills with a focus on achieving team service level goals Demonstrates the ability to handle phone calls/inquires and associated research for call resolution Ability to review quote requests, interpret underwriting reports, enter application data into quoting systems and prepare quotations for review by underwriter or agent Ability to review bind request forms, examine original quotes for accuracy, make changes as necessary and issue policies per agent’s request and underwriter’s instruction Knowledgeable on the quote to bind process– if necessary, creates quotes that are representative of coverage, premiums, etc. that are referenced on bind requests Knowledgeable on endorsement processing – ability to make policy changes per agent or underwriter requests in accordance with client service authority guidelines Ability to review quote requote request, order applicable underwriting reports quote changes per agent or underwriter request and release to underwriter or agent based on authority Ability to handle VIP or special handling accounts Demonstrate the ability to achieve time service standards as outlined for particular role/function Demonstrate the ability to achieve quality objectives as outlined for particular role/function Demonstrates the interest and ability to become cross trained on other functions Demonstrates the ability to function as a Subject Matter Expert and side by side coach to new hires Demonstrates the ability to monitor call queues Maintain and organize written materials, updates to strategies and state-specific changes to stay knowledgeable Knowledgeable on organizational structure and associated workflows Job Requirements Education and Experience: Bachelor’s degree preferred A minimum of 2+ years insurance experience preferred Skills: Curiosity and mindset of a commitment to continuous learning and growth Critical thinking and innovative problem-solving Agile adaptability to change and demonstrated results focus Strong knowledge of P&C industry and products Demonstrate the ability to deliver “Best in Class” service Strong organizational and analytical skills Strong written and verbal communication skills Strong attention to quality with an emphasis on details Strong independent problem solving and analytical skills Ability to conduct relationship building and competent interpersonal skills Demonstrate a strong working knowledge of MS Word and MS Excel software and a strong aptitude for PC and internet usage Ability to work in a fast-paced and ever-changing environment Equal Employment Opportunity Policy PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity or veteran status. Job Type: Full-time Experience: Insurance: 2 years (Required) Work Location: Remote