Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is seeking a detail-oriented Policy Administration Specialist to support policy issuance for both ISO-based and custom insurance programs. This role involves assembling policy documents, supporting manual rating, and maintaining accuracy while collaborating with various internal teams.

Responsibilities

• Assemble policies using approved ISO forms, endorsements, declarations, and Oxford’s custom coverage language
• Combine ISO and custom coverages into complete, accurate policy packets when required
• Ensure correct forms, edition dates, and versions are used
• Maintain organized electronic policy files and perform quality checks for accuracy
• Support manual rating using ISO rules, loss costs, and Excel‑based worksheets
• Assist with pricing and documentation for custom coverages
• Clearly document rating assumptions and decisions to support consistency and audit needs
• Help monitor and apply changes from ISO updates or internal program changes
• Assist with issuing and maintaining custom coverage forms, schedules, and program terms
• Track coverage versions and support updates in collaboration with Underwriting and Compliance
• Help standardize custom coverage components to support future automation
• Maintain logs and documentation related to issued policies and forms
• Support internal audits and regulatory requests related to policy issuance
• Help create and maintain simple SOPs, checklists, and workflows
• Support the transition from manual policy issuance to Oxford’s Policy Administration System
• Assist with testing, process documentation, and user feedback during implementation
• Serve as a go‑to resource for understanding policy workflows, system requirements and serve as the point of contact for developing those standard operating procedures
• Collaborate with internal teams and vendors to improve policy issuance processes
• Work closely with Underwriting, Insurance Operations, Compliance, and Sales
• Help bridge underwriting intent with operational execution
• Contribute to building scalable, efficient policy administration processes

Skills

• Bachelor's degree preferred (business, risk management, finance, or related field)
• 3–6 years of experience in insurance operations, policy administration, underwriting support, or a related role
• Hands‑on experience assembling or reviewing commercial P&C policies
• Exposure to ISO forms (usage, form selection, endorsements)—deep expertise not required
• Experience working with manual or semi‑manual policy issuance processes
• Experience assembling insurance policies or working with policy documentation
• Experience with policy administration systems
• Familiarity with ISO forms and commercial P&C concepts
• Strong knowledge of Excel and structured templates
• Strong attention to detail and organized work habits
• Interest in process improvement and systems implementation
• Ability to work collaboratively across teams
• Clear communication skills and a proactive mindset
• Experience with custom coverages is a plus but not required

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