Certificate Processor

Higginbotham • Fort Worth, TX

9d • Remote

About The Position

Certificate Processors issue new and renewal certificates for commercial lines clients and provide customer service to insured parties requesting certificates of insurance. They review and interpret information against policy guidelines, gather information from Account Managers and others, and use agency management and office software to obtain insurance data and prepare certificates and related documents. The role also involves processing and printing insurance documents and preparing documents for mailing.

This position is remote from anywhere in the Continental United States. It has no supervisory responsibilities. Applicants must have a high school diploma or equivalent, 1–2 years of insurance experience, and an active General Lines or Property & Casualty license; the company will help candidates obtain licensure if needed. Commercial lines experience is preferred. The role requires the ability to manage electronic data, evaluate information against standards, and work under stress in a high-volume environment.

Requirements

• High school diploma or equivalent.
• 1–2 years of insurance experience required; commercial lines-specific experience preferred.
• Active General Lines or Property & Casualty license required; the company will help candidates obtain licensure if needed.
• 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.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Ability to lift 25 pounds.
• Repeated use of sight to read documents and computer screens; repeated use of hearing and speech to communicate by telephone and in person; repetitive hand movements such as keyboarding, writing, and 10-key; and walking, bending, sitting, reaching, and stretching in all directions.

Nice To Haves

• Commercial lines-specific insurance experience.
• Applied Epic experience; knowledge of a similar Account Management System (AMS) is acceptable.
• Working knowledge of CSR24.

Responsibilities

• Issue new and renewal certificates for commercial lines clients.
• Provide customer service to insured parties requesting certificates of insurance.
• Read and interpret data and compare it against policy guidelines.
• Use Applied Epic, spreadsheet software, and word processing software to obtain insurance data and issue certificates.
• Review insurance contracts as needed to determine certificate type and required information.
• Communicate with Account Managers and others to obtain information.
• Process and print insurance documents.
• Prepare documents for mailing.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401(k).
• Equity prescription incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company-paid holidays and PTO.
• Employee Wellness Program.

What This Job Offers

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