Certificate Processor

This is a fully remote position, open to applicants in Texas.

📋 Description

• Issue new and renewal certificates for clients in commercial lines.

• Deliver customer service to insured individuals requesting certificates of insurance.

• Analyze and interpret data, ensuring alignment with policy guidelines.

• Utilize Applied Epic, spreadsheet applications, and word processing tools to gather insurance data and issue certificates.

• Review insurance agreements to ascertain the type of certificate and necessary information.

• Collaborate with Account Managers and other team members to gather required information.

• Process and print insurance documents efficiently.

• Prepare documentation for mailing purposes.

⛳️ Requirements

• High School diploma or equivalent qualification.

• 1-2 years of experience in insurance is required; experience specific to commercial lines is preferred.

• Competence in entering, transcribing, storing, and maintaining data electronically.

• Ability to assess information against established standards.

• Capability to perform under pressure in a high-volume work environment.

• An active General Lines or Property & Casualty License is required (the company will assist the candidate in obtaining licensure if necessary).

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is essential.

• Experience with Applied Epic is preferred; familiarity with a similar Account Management System (AMS) is acceptable.

• Basic knowledge of CSR24 is preferred.

• Ability to lift up to 25 pounds.

• Frequent visual engagement for reading documents and computer displays.

• Regular auditory and verbal communication required via telephone and in person.

• Repetitive hand movements, including typing, writing, and using a 10-key keypad.

• Ability to walk, bend, sit, reach, and stretch in various directions.

🏝️ Benefits

• Coverage for medical, dental, vision, and prescription drugs.

• 401(k) retirement plan.

• Equity prescription incentive plan.

• Various supplemental benefits supporting physical, emotional, and financial wellness.

• Paid holidays provided by the company.

• Paid Time Off (PTO).

• Employee Wellness Program available.