Insurance Processor

Lamb Insurance Services•Overland Park, KS

10d

About The Position

Lamb is a commercial insurance broker serving non-profits and social services organizations nationwide. The Insurance Processor, also called the Operations Technical Support Associate, executes foundational operational workflows across the policy lifecycle using Applied EPIC. The role supports the Service organization by processing transactions and maintaining accurate records for assigned accounts within defined revenue bands. This is a high-volume, detail-driven role focused on data integrity and consistent workflow execution in partnership with Service teams under established standards. It may suit people new to commercial insurance as well as experienced insurance professionals transitioning into Operations. The role develops proficiency in EPIC data integrity, documentation standards, billing fundamentals, and structured workflow execution. Performance is measured by work accuracy, production tracking, adherence to turnaround service-level agreements, and achievement of volume goals.

Requirements

Proficiency in Microsoft Office, including Outlook, Excel, and Word.
Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
Ability to follow structured processes and maintain high data accuracy.
Comfort working in a high-volume, deadline-driven environment.

Nice To Haves

Prior insurance experience may be considered for candidates transitioning into Operations; commercial insurance experience is not required.
Strong attention to detail and commitment to data integrity.
Coachable and receptive to feedback.
Organized and dependable.
Ability to work within defined guidelines and escalate appropriately.
Collaborative, team-oriented mindset.
Strong time management and personal accountability.

Responsibilities

Process new business, renewals, endorsements, audits, cancellations, and reinstatements for assigned accounts.
Support direct-bill and agency-bill billing structures as assigned.
Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
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 documentation standards, naming conventions, and attachment protocols.
Enter daily work in a Production Tracker.
Participate in workflow documentation updates and operational enablement initiatives as assigned.
Meet established quality and production standards, maintaining data accuracy and documentation integrity.
Adhere to turnaround service-level agreements for assigned workflows.
Achieve assigned volume goals for all accounts assigned to work.