Certificate Processor

Certificate Processor

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. 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 Attention to Detail Communication Skills Timely Task Completion Team Collaboration Client Focus Dependability Creative Thinking Organizational Skills Adaptability 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