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Insurance Certificate Processor Jobs in Texas (NOW HIRING)

Insurance - Property & Casualty Insurance Top 3 Required Skills: 1. Good understanding of P&C Insurance/ Insurance broking 2. Hands on experience of processing Certificate of Insurance/Proof of ...

Salary ranges are determined based on relevant experience, education, and certifications. If you ... Financial Security - Life insurance, AD&D, and retirement savings plans * Work-Life Balance - Paid ...

Salary ranges are determined based on relevant experience, education, and certifications. If you ... Financial Security - Life insurance, AD&D, and retirement savings plans * Work-Life Balance - Paid ...

Salary ranges are determined based on relevant experience, education, and certifications. If you ... Financial Security - Life insurance, AD&D, and retirement savings plans * Work-Life Balance - Paid ...

Salary ranges are determined based on relevant experience, education, and certifications. If you ... Financial Security - Life insurance, AD&D, and retirement savings plans * Work-Life Balance - Paid ...

Process endorsements, certificates, change confirmations, and invoice all transactions as per instructions from Account Managers or Account Executives. * Assist in processing new and renewal business ...

Loan Processor

Austin, TX · On-site

$18.50 - $24.75/hr

One-year certificate from college or technical school * Three to six months of related experience ... Life & Disability Insurance * Vacation, Sick, Personal Time and Company Holidays * Multiple ...

Loan Processor

Austin, TX · On-site

$18.50 - $24.75/hr

One-year certificate from college or technical school * Three to six months of related experience ... Life & Disability Insurance * Vacation, Sick, Personal Time and Company Holidays * Multiple ...

Lockbox Processor

Richardson, TX · On-site

$16 - $18.50/hr

Education No Degree Certifications No Required Certification(s) Licenses No Required License(s ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...

Loan Processor

Austin, TX

$18.50 - $24.75/hr

One-year certificate from college or technical school * Three to six months of related experience ... Life & Disability Insurance * Vacation, Sick, Personal Time and Company Holidays * Multiple ...

... sales process. HMH must be represented with professionalism, and have our mission and values ... Licenses, Certifications, Other Requirements: Valid Texas Driver's License, Personal Insurance ...

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Insurance Certificate Processor information

What are the key skills and qualifications needed to thrive in the Insurance Certificate Processor position, and why are they important?

To excel as an Insurance Certificate Processor, you should have strong attention to detail, knowledge of insurance terminology, document management skills, and often a high school diploma or equivalent. Familiarity with insurance software platforms, document tracking systems, and sometimes basic spreadsheet or database tools is common in this role. Exceptional organizational skills, effective communication, and the ability to work accurately under deadlines help you stand out. These capabilities are essential for efficiently handling certificate requests, maintaining compliance, and supporting smooth operations within insurance agencies or brokerages.

What is an Insurance Certificate Processor job?

An Insurance Certificate Processor is responsible for reviewing, issuing, and managing certificates of insurance (COIs) for clients. They ensure that certificates meet legal and company requirements, verify policy details, and maintain accurate records. This role often involves communicating with insurance agents, customers, and vendors to clarify coverage details and address any discrepancies. Strong attention to detail and knowledge of insurance policies are essential for this position.

What are some typical daily responsibilities for an Insurance Certificate Processor?

As an Insurance Certificate Processor, your daily tasks often include reviewing insurance policy information, processing requests for certificates of insurance, verifying client coverage details, and ensuring timely and accurate document delivery to clients or third parties. You may also communicate regularly with insurance agents, brokers, and policyholders to clarify requirements or resolve discrepancies. Attention to deadlines is important, as certificates are often time-sensitive for business contracts. Additionally, you’ll update records in agency management systems to ensure all documentation is properly archived and accessible for compliance. This combination of administrative and customer service duties is key to supporting seamless agency operations.

What are the most commonly searched types of Insurance Certificate Processor jobs in Texas? The most popular types of Insurance Certificate Processor jobs in Texas are:
What are popular job titles related to Insurance Certificate Processor jobs in Texas? For Insurance Certificate Processor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Insurance Certificate Processor jobs in Texas look for? The top searched job categories for Insurance Certificate Processor jobs in Texas are:
What cities in Texas are hiring for Insurance Certificate Processor jobs? Cities in Texas with the most Insurance Certificate Processor job openings:
Infographic showing various Insurance Certificate Processor job openings in Texas as of July 2026, with employment types broken down into 88% Full Time, 5% Part Time, and 7% Contract. Highlights an 100% In-person job distribution.

Certificate Processor

Higginbotham Insurance Agency

Corpus Christi, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago


Job description

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.
Supervisory Responsibilities: None
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: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Location:
  • Remote from anywhere in the Continental United States

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

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
*Applications will be accepted until the position is filled
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.