Processing Specialist

The Processing Specialist serves as the welcoming face of our Managing General Agency, delivering superior customer service experience to our retail agent partners and clients. This role is responsible for routine to moderately complex clerical, administrative, and operational support functions, with a strong focus on accuracy, responsiveness, and teamwork.

What You'll Do

• Serve as a point of contact for retail agent partners and clients, providing fast, friendly, and accurate service via phone and digital communication
• Review and process applications with accuracy
• Use management system(s) to record information as well as communicate with clients
• Process endorsements (policy changes) and cancellations in accordance with training and company guidelines
• Support operational functions including reports, inspections, policy audits, and surplus lines documentation
• Assist with surplus lines tax filings and compliance and coordinate with applicable state insurance boards, as needed
• Maintain organized, detailed records to ensure compliance, efficiency, and excellent service
• Jump in to support the team with additional tasks as needed - because teamwork makes everything run smoother

Requirements

Education & Experience

• High school diploma or equivalent (college coursework or degree preferred)
• One to two years of customer service experience; insurance experience preferred
• Working knowledge of Windows PC, Microsoft Word, Excel, and Outlook
• Ability to remain calm, professional, and solution-oriented in fast-paced or stressful situations

Knowledge, Skills & Abilities

• Excellent customer service and communication skills with the ability to convey technical information clearly and concisely
• Strong attention to detail, organization, and follow-through
• Ability to respond to inquiries in a timely and professional manner
• Ability to plan, prioritize, and coordinate multiple activities effectively
• Willingness and ability to learn insurance processes, surplus lines requirements, and regulatory guidelines
• Collaborative mindset with a proactive, team-oriented approach
• Ability to identify issues within scope and propose alternative solutions when appropriate

At SSIU, we believe taking care of our people comes first - which is why we offer 100% employer-paid health and dental benefits, generous paid time off, 12 paid holidays each year, flexible work arrangements, and a 401(k) with a 4% company safe harbor match.

SSIU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status.