Operations Technical Support Specialist

Responsibilities

• Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts
• Support direct bill and all agency bill types of billing structuresas assigned.
• Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
• Follow established documentation standards, naming conventions, and attachment protocols (“EPIC is the file”).
• Enter Daily work on a Production Tracker
• Participate in workflow documentation updates and operational enablement initiatives as assigned.
• Meet established quality & production standards, maintaining high levels of data accuracy and documentation integrity.
• Adhere to defined turnaround SLAs for assigned workflows.

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