Policy Processing Representative - Transportation
Position Summary
The Policy Processing Representative - Transportation is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums.
What will your job entail?
Key Responsibilities
Policy Processing & Execution
Review and process a variety of policy transactions, including submissions, policy issuance, endorsements, cancellations, renewals, filings, and monthly reporting.
Validate accuracy of policy data within carrier and internal systems, ensuring completeness and alignment with underwriting intent
Complete complex or non-standard transactions that fall outside the scope of centralized processing teams
Ensure all work meets company, carrier, and regulatory requirements
Quality Assurance & Exception Handling
Perform quality reviews and audits of work completed by centralized processing teams
Identify errors, trends, and gaps, and take corrective action as needed
Handle escalated or exception-based tasks requiring advanced knowledge and critical thinking
Provide clear feedback and guidance to improve quality and consistency
Stakeholder Support
Partner with underwriters, agents, and carriers to resolve policy-related inquiries and discrepancies
Respond to questions and escalations from centralized teams
Handle agent and broker phone inquiries related to policy processing
Ensure clear communication and timely resolution of issues
Process Oversight
Monitor assigned workflows to ensure compliance with service level expectations and turnaround times
Support prioritization and distribution of work across processing teams
Identify process inefficiencies and recommend improvements
Assist in maintaining and enhancing standard operating procedures
Collaboration & Training
Assist in onboarding and training of new team members and processing staff
Act as a subject matter expert (SME) for policy processing workflows
Partner with leadership to drive operational efficiency, standardization, and continuous improvement
Share best practices across the team
Qualifications
Experience in insurance operations, underwriting support, or a related role (commercial lines preferred)
Exposure to transportation insurance or the ability to quickly learn transportation-specific workflows
Experience working with centralized processing or shared services teams is helpful
Strong attention to detail with a focus on data accuracy and quality assurance
Demonstrated ability to handle complex tasks, exceptions, and escalations
Effective communication skills, including experience supporting internal and external stakeholders
Ability to manage multiple priorities in a high-volume, fast-paced environment
Proficiency in Microsoft Excel, Teams, and OneNote is helpful
Key Competencies
Quality assurance and attention to detail
Critical thinking and problem-solving
Cross-functional collaboration
Process improvement mindset
Organization and workload management
Accountability and ownership
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $20.45 - $22.60 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected]
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The Policy Processing Representative - Transportation is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums.
What will your job entail?
Key Responsibilities
Policy Processing & Execution
Review and process a variety of policy transactions, including submissions, policy issuance, endorsements, cancellations, renewals, filings, and monthly reporting.
Validate accuracy of policy data within carrier and internal systems, ensuring completeness and alignment with underwriting intent
Complete complex or non-standard transactions that fall outside the scope of centralized processing teams
Ensure all work meets company, carrier, and regulatory requirements
Quality Assurance & Exception Handling
Perform quality reviews and audits of work completed by centralized processing teams
Identify errors, trends, and gaps, and take corrective action as needed
Handle escalated or exception-based tasks requiring advanced knowledge and critical thinking
Provide clear feedback and guidance to improve quality and consistency
Stakeholder Support
Partner with underwriters, agents, and carriers to resolve policy-related inquiries and discrepancies
Respond to questions and escalations from centralized teams
Handle agent and broker phone inquiries related to policy processing
Ensure clear communication and timely resolution of issues
Process Oversight
Monitor assigned workflows to ensure compliance with service level expectations and turnaround times
Support prioritization and distribution of work across processing teams
Identify process inefficiencies and recommend improvements
Assist in maintaining and enhancing standard operating procedures
Collaboration & Training
Assist in onboarding and training of new team members and processing staff
Act as a subject matter expert (SME) for policy processing workflows
Partner with leadership to drive operational efficiency, standardization, and continuous improvement
Share best practices across the team
Qualifications
Experience in insurance operations, underwriting support, or a related role (commercial lines preferred)
Exposure to transportation insurance or the ability to quickly learn transportation-specific workflows
Experience working with centralized processing or shared services teams is helpful
Strong attention to detail with a focus on data accuracy and quality assurance
Demonstrated ability to handle complex tasks, exceptions, and escalations
Effective communication skills, including experience supporting internal and external stakeholders
Ability to manage multiple priorities in a high-volume, fast-paced environment
Proficiency in Microsoft Excel, Teams, and OneNote is helpful
Key Competencies
Quality assurance and attention to detail
Critical thinking and problem-solving
Cross-functional collaboration
Process improvement mindset
Organization and workload management
Accountability and ownership
Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.
How We Support Our Teammates
Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them — and their family members — achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
The target hourly rate range for this position is $20.45 - $22.60 per hour.
The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [email protected]
The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.