Certificate Processor

Position Overview

The Certificate Processor role involves handling issuance of both new and renewal insurance certificates, primarily supporting commercial lines clients. This position requires collecting, reviewing, and compiling essential information to provide outstanding service and operational support.

Key Responsibilities

• Issue new and renewal certificates for commercial insurance clients.
• Deliver customer service by responding to certificate of insurance requests from insured parties.
• Analyze and interpret insurance data to verify compliance with policy standards.
• Use agency management software (Applied Epic), spreadsheets, and word processing tools to retrieve insurance details and generate certificates.
• Review insurance contracts to identify certificate types and required details.
• Communicate proactively with Account Managers and other stakeholders to gather necessary information.
• Prepare and print insurance documentation and coordinate mailing logistics.

Essential Competencies

• Strong problem-solving skills to identify challenges and implement timely solutions.
• High attention to detail ensuring thorough and accurate task completion.
• Effective verbal and written communication skills engaging diverse audiences.
• Ability to manage time and resources efficiently for timely project delivery.
• Team player attitude fostering collaboration to achieve common objectives.
• Client-oriented mindset dedicated to meeting stakeholder needs and satisfaction.
• Reliability demonstrated through punctuality and consistent attendance.
• Creative thinking to suggest process improvements and innovative ideas.
• Organizational skills enabling prioritization of multiple projects concurrently.
• Flexibility to adapt to changing workloads and priorities in a dynamic environment.

Experience & Qualifications

• High school diploma or equivalent required.
• Minimum of 1-2 years insurance industry experience necessary; commercial lines exposure preferred.
• Capable of electronically entering, transcribing, and maintaining data accurately.
• Skilled at assessing information relative to established standards.
• Ability to perform under pressure in high-volume settings.
• Valid General Lines or Property & Casualty insurance license necessary; company support provided for license acquisition as needed.

Technical Proficiencies

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with Applied Epic is preferred; familiarity with any similar Account Management System is acceptable.
• Working knowledge of CSR24 system is advantageous.

Physical Demands

• Must be capable of lifting up to 25 pounds.
• Frequent use of vision to review documents and computer displays.
• Regular requirement to hear and speak clearly for telephone and face-to-face communication.
• Continuous hand movements involving keyboarding, writing, and numeric keypad use.
• Mobility involving walking, bending, sitting, reaching, and stretching in various directions.

Benefits & Additional Information

• Comprehensive medical, dental, vision, and prescription drug coverage.
• 401(k) retirement plan and equity prescription incentive program.
• Various supplemental wellness benefits addressing physical, emotional, and financial health.
• Company-paid holidays along with paid time off.
• Employee wellness programs promoting overall wellbeing.

Recruitment Notice

Higginbotham Insurance Agency, Inc. declines unsolicited recruitment approaches from third parties without formal agreements. Applications will be reviewed until the vacancy is filled.