Policy Administration Specialist

  • OSC Insurance Services
  • Remote

Website OSC


The Policy Administration Specialist is responsible for assisting the Underwriter and Policy Administration Manager in executing growth and profit initiatives by ensuring system information and workflows are current/accurate, collecting and documenting information and providing exemplary administrative support.

Duties and Responsibilities

  • Update OSC policy management system with new and renewal policies including coverages, rates and deductibles (create filings, rate charts, etc.)
  • Analyze carrier file exceptions and respond timely with adjustments or corrections.
  • Monitor and QC carrier file enhancements via CSRs.
  • Assist Underwriter(s) with the day to day technical and daily management of accounts including administrative responsibilities, data entry, and customer support
  • Prepare new and renewal account information and document automated systems in order for the Underwriter to make a sound underwriting decision
  • Enter submissions into selected carrier system(s) based on underwriting guidelines
  • Request supporting documentation from retail agent and/or carrier, including inspections, loss control reports and other information as needed
  • Process new business, renewals, endorsements and cancellations including requests to bind coverage and requesting supporting documents from retail agent.
  • Processes affidavit filings as required and directed
  • Understand and adhere to state tax requirements (including surplus lines tax) and assist where needed to ensure compliance.
  • Issue insurance policies and endorsements by gathering appropriate information and electronic forms and assembling them in the appropriate format for distribution to customers.
  • Review policies, endorsements, and other account activity for accuracy.
  • Record and attach policies, endorsements and appropriate correspondence in automated systems to ensure a thoroughly documented file.
  • Distribute policies and endorsements to appropriate representatives and customers.
  • Achieve and maintain proficiency with on-line systems.
  • Ensure software is property configured to represent the policy.
  • Assist with file audits and claims as needed.
  • Maintain a good working knowledge of the insurance industry through continuing education and self-study.
  • Provide high level of customer service and maintain workflow within company standards.
  • Other duties and projects as assigned


  • Associate’s degree in related field and one year of relevant experience, or equivalent combination of education and experience
  • Prior insurance experience is strongly preferred
  • Proven ability to work effectively in a remote work setting with daily contact from team members
  • Strong verbal and written communication skills
  • Strong computer skills and ability to use technology effectively and efficiently
  • Strong MS Office skills (Word, Excel, Outlook).

If you are a self-motivated, results-oriented administrative professional who thrives in a fast-paced environment, please send your cover letter and resume to our Human Resources department.

EOE – qualified veterans and minorities are encouraged to apply


To apply for this job email your details to mmccullough@breckgrp.com

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