Commercial/Personal Processor and Office Manager

Responsibilities

• Issue Certificates and Auto ID Cards
• Make general changes to client information within the EPIC system
• Add/Delete: Vehicles, Drivers, Equipment
• Review Policies for accuracy and to ensure all pieces are accounted for
• Input Direct Bill Entries into Epic for Account Managers to review
• Follow up with clients and insurance companies regarding items relevant to insurance products (e.g. outstanding A/R, copies of policies, endorsements, etc.)
• Work within the EPIC system to attach documents to accounts

Requirements

• Strong computer knowledge and skills including experience with Microsoft Office programs
• Possesses excellent organizational skills, is detail oriented, problem solver, and self-starter
• Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
• Ability to perform multiple tasks in a complex working environment accurately and proficiently
• Preferred experience within the Insurance industry, specifically Property and Casualty field
• Preferred experience working within the EPIC system
• College Degree Preferred