Insurance Agency Processor
Position Summary
The Insurance Agency Processor supports the daily operations of the agency by processing insurance policies, maintaining client records, assisting agency staff, and ensuring all work is completed accurately, efficiently, and in compliance with company and carrier guidelines.
Responsibilities
- Process new business, renewals, endorsements, cancellations, and reinstatements.
- Review policies for accuracy and upload documents into the agency management system.
- Prepare applications, certificates of insurance, ID cards, and other policy documents.
- Maintain organized and accurate client files.
- Communicate with insurance carriers regarding policy changes and underwriting requests.
- Assist clients and agency staff with routine policy servicing needs.
- Follow agency procedures and carrier guidelines while maintaining confidentiality.
Qualifications
- High school diploma or equivalent.
- Insurance experience preferred.
- Texas Property & Casualty License preferred.
- Strong computer, organizational, and communication skills.
- Detail-oriented with the ability to manage multiple tasks.
Key Qualities
- Accurate and dependable
- Organized and efficient
- Professional and customer-focused
- Team player with a positive attitude
This position plays an important role in ensuring agency operations run smoothly while providing excellent support to both clients and agency staff.
Pay: From $20.00 per hour
Work Location: In person
