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
Essential Tasks:
- Responsible for issuing new and renewal certificates for commercial line clients.
- Provides customer service for insured parties requesting certificates of insurance
- Reading & interpreting data to compare against policy guidelines
- Utilizes the agency management system (Applied Epic), spreadsheet software and word processing software to obtain insurance data and issue certificates
- May review insurance contracts to determine type of certificate and required information
- Initiates communication with Account Managers and others to obtain information
- Processes and prints insurance documents
- Prepares documents for mail
Core Competencies:
- Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
- Attention to Detail: A 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
Location:
- Remote from anywhere in the Continental United States
Experience and Education:
- 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
Licensing and Credentials:
- Active General Lines or Property & Casualty License required (company will help candidate obtain licensure if needed)
Systems:
- 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 is 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
Benefits & Compensation:
- Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
- Company paid holidays, plus PTO
- Employee Wellness Program
Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
High school diploma, 1–2 years of insurance experience, active General Lines or Property & Casualty license, strong data entry skills, and proficiency with Microsoft Office; commercial lines experience preferred.
Key Responsibilities
- issuing certificates
- reviewing policies
- processing documents
Skills & Tools
Applied Epic, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CSR24
Job Details
- Category: Customer Service
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States or Fort Worth
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About Higginbotham
An insurance brokerage providing commercial insurance and client support services. — Industry: Finance