Kentucky Farm Bureau Mutual Ins Co

  • Customer Document Processor

    Job Locations US-KY-Louisville
    Posted Date 4 days ago(8/19/2019 7:30 AM)
    Job ID
    # of Openings
  • Overview

    Produce non-renewal, cancellation, combined mailing, and other miscellaneous letters for Product and Risk Management for every line of business.  Must possess the ability to effectively express and present written or spoken information; read and interpret complex information and clearly express opinions or concepts in written format. Perform audits on selected commercial risks by maintaining audit spreadsheets and interpreting the data to verify the accurate premium for the risk exposure.  Create bills, process refunds, and enter the cash transactions into the Policy Cash Database


    ESSENTIAL FUNCTIONS                                                                                             

    Type the non-renewal, cancellation, combined mailing, and other miscellaneous letters for Product and Risk Management for all lines of business.

    Type specialized letters for Accounting.

    Ensure business letters comply with the Department of Insurance Standards.

    Proof read completed work for correct spelling, grammar, and format.

    Understand the Kentucky Statutes as they relate to the number of days required for cancellations and non-renewals.

    Analyze commercial risks that have been selected for audit by an underwriter.

    Perform the commercial audit to determine if the risk exposure was greater than, less than, or equal to the exposure that was charged when the premium was developed.

    Maintain Excel files for the commercial audit process.

    Create bills for those risks that owe a greater premium.

    Request checks from Accounting when a refund is owed.

    Enter cash transactions and make appropriate adjustments to keep Policy Cash in balance.

    Monitor account billing to add new accounts.

    Maintain combined mailing master spreadsheet to keep the billing for combined mail policies in sync so that all policies bill at the same time.

    Review daily reports for combined mailing to ensure all policy documents are ready for mailing.

    Type letters for combined mailing packages and calculate total premiums for all policies within the package.

    Contact agency force, AUS representatives, and underwriters in a courteous and professional manner when additional information is needed for any of the processes performed.

    Process return mail by maintaining the return mail database to ensure any corrections to client addresses are processed.

    Understand the scheduled events in Policy Center and how they relate to the billing cycle when setting up policies for non-renewal and cancellation.

    Create Certificates of Liability for the named insured when requested by the county office.

    Create templates in MS Word when new letters are created.

    Create and maintain a mail book document to be delivered to mail services by daily deadline for the Proof of Mailing file.

    Complete cash maintenance report for voided or cancelled policies.

    Cross train in All-Lines and Auto Processing departments.

    Participate in specialized projects for Policy Center.

    Submit weekly production report.

    Meet established department production and error standards.

    Regular, predictable attendance as employee must physically be in the office.

    The duties described above are general in nature and may not completely cover all aspects of this position. The Supervisor may ask the employee to perform other work-related duties including, but not limited to, cross training on other positions.


    JOB SPECIFICATIONS                                                                                               

    Physical demands: Normal vision/hearing (with or without correction); Sitting; Grasping.

    Mental demands: Analytical reasoning; Ability to work under pressure; Prolonged concentration; Ability to work with minimal supervision.

    Environmental factors: Standard office lighting, temperature, and noise.

    Equipment: Keyboard; Telephone; Copier; Fax machine; Printer.



    High school diploma or GED required.

    Bachelor’s Degree or prior processing experience preferred.

    Data Entry skills required.

    Knowledge of Microsoft Outlook and Office, specifically Word and Mail Merge.

    Proficient in the use of Microsoft Excel.

    Knowledge of letter formatting.

    Knowledge of the insurance industry helpful.

    A strong interest in detailed work.

    Good decision making abilities.

    Strong verbal and written communication skills.

    Ability to analyze and solve problems.


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