Certificate Processor

About the role

Position Summary: 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. Supervisory Responsibilities: None. Location: Remote from anywhere in the Continental United States.

Responsibilities

• Issue new and renewal certificates for commercial line clients.
• Provide customer service for insured parties requesting certificates of insurance.
• Read and interpret data to compare against policy guidelines.
• Utilize the agency management system (Applied Epic), spreadsheet software and word processing software to obtain insurance data and issue certificates.
• Review insurance contracts to determine type of certificate and required information.
• Initiate communication with Account Managers and others to obtain information.
• Process and print insurance documents.
• Prepare documents for mail.

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 preferred.
• Physical requirements: ability to lift 25 pounds; repeated use of sight to read documents and computer screens; repeated use of hearing and speech to communicate on telephone and in person; repetitive hand movements such as keyboarding, writing, 10-key; walking, bending, sitting, reaching and stretching in all directions.

Skills

• Ability to Analyze and Solve Problems: skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner.
• Attention to Detail: strong focus on completing tasks and projects accurately and thoroughly.
• Communication Skills: capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences.
• Timely Task Completion: ability to finish tasks and projects efficiently, managing resources and priorities effectively.
• Team Collaboration: willingness to work together with others, promoting teamwork and supporting shared goals.
• Client Focus: dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction.
• Dependability: acknowledgment of the importance of being present and punctual.
• Creative Thinking: openness to suggesting new ideas and methods to improve processes and outcome.
• Organizational Skills: capability to prioritize tasks and manage multiple projects simultaneously.
• Adaptability: willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment.

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.