We are seeking a detail-oriented and reliable Processor to support our team by managing new business & endorsement submissions, documentation, and internal processing workflows. This role is critical in ensuring new business applications and midterm endorsements are complete, accurate, and processed efficiently while meeting service timelines.
Key Responsibilities
Review, prepare, and process new business and endorsement submissions
Ensure all required documentation is complete and accurate prior to processing
Enter and update client and policy information in our Broker Management System (Epic)
Coordinate with sales staff to resolve missing or incorrect information
Manage rush requests and prioritize workloads based on effective dates
Maintain organized digital files and documentation standards
Track submission status and follow up as needed
Support compliance and quality control requirements
Assist with additional administrative or processing tasks as required
Qualifications & Skills
Level 1 Insurance License (required prior to starting)
Previous experience in insurance processing, administration, or office support (preferred)
Strong attention to detail and accuracy
Excellent time management and organizational skills
Ability to manage multiple tasks in a fast-paced setting
Transparent written and verbal communication skills
Proficiency with Microsoft Office
Ability to work independently and as part of a team
Professional, dependable, and confidentiality-minded
Pay: $42,000.00-$50,000.00 per year
Benefits:
Dental care
Extended health care
On-site gym
In office parking
Paid time off
Vision care