Certificate Processor

Higginbotham • Fort Worth, TX

3d • Remote

About The Position

The Certificate Processors are responsible for issuing new and renewal certificates. They review, compile, and deliver information critical to providing exceptional service and business support for commercial lines clients.

Requirements

• High School diploma or equivalent
• 1-2 years of insurance experience required, commercial lines specific experience preferred
• Ability to enter, transcribe, store and maintain data electronically
• Ability to evaluate information against a given standard
• Ability to work under stress in a high volume environment
• Active General Lines or Property & Casualty License required (company will help candidate obtain licensure if needed)
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Working knowledge of CSR24 is preferred

Nice To Haves

• commercial lines specific experience preferred
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Working knowledge of CSR24 is preferred

Responsibilities

• Responsible for issuing new and renewal certificates for commercial line clients.
• Provides customer service for insured parties requesting certificates of insurance
• Reading & interpreting data to compare against policy guidelines
• Utilizes the agency management system (Applied Epic), spreadsheet software and word processing software to obtain insurance data and issue certificates
• May review insurance contracts to determine type of certificate and required information
• Initiates communication with Account Managers and others to obtain information
• Processes and prints insurance documents
• Prepares documents for mail

Benefits

• medical, dental, vision, prescription drug coverage
• 401K
• equity prescription incentive plan
• multiple supplemental benefits for physical, emotional, and financial wellbeing
• Company paid holidays, plus PTO
• Employee Wellness Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED