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Operational Specialist

Washington, DC | Full Time

Job Description

We are seeking an Operational Specialist who will assist with day-to-day operations within the Personal Lines (PI) department, which includes processing new business policies, policy cancellations, endorsements, and  renewals.  Gathering information for Underwriters, researching billing inquiries, and backup phone duties at Clements Worldwide. This is a temporary to permanent position for 90 days, with the ability to turn into a full-time position depending on performance.

Before we go any further, we do have some deal-breakers. You must have: 

  • 2 experience in an insurance environment
  • active license in Property and Casualty (P&C)
  • ability to be in the DC office two days a week
  • legal authorization to work in the United States
Essential Duties and Responsibilities (includes, but not limited to):

  • serve as a client contact and respond to their needs in a timely, efficient, and professional manner to improve the client experience with a high level of accuracy
  • resolve billing issues, prepare invoices, validate payments, make policy changes, and issue certificates of insurance while using multiple systems, agency standards, and workflows
  • maintain client files accurately, consistently document conversations, send confirmations to clients, adhering to the department’s Standard Operating Procedures (SOP)
  • utilize and maintain the agency management system (EPIC) and other requisite portals/systems, per the department’s SOP, to provide excellent customer experience and prevent Errors & Omissions (E&O)
  • provide high-level customer service to clients using a consultative approach and relationship building, such as timely inquiry responses, utilization of product knowledge, and participation in department meetings
  • assist with covering phone calls for our receptionist when needed
  • additional duties as assigned based on department volume
As we all know, compensation isn’t just the salary. Here are some of the benefits of working at Clements:

  • Comprehensive health, dental, vision, and prescription care
  • Annually front-loaded paid time off with unlimited rollover.
  • Paid birthday holiday!
  • 3 mental health days
  • 10 paid company holidays
  • 401K: 100% matching up to 5%
  • 100% paid parental leave
  • "Dress for Your Day" dress code
  • Education assistance program: licenses, certifications, and continuing education
  • Life insurance: 1.5 times your annual salary
  • Short-term and long-term disability insurance
  • Flexible Spending Accounts
  • Company paid HRA
Full job description located at: