Insurance Processor

D Francis Murphy Insurance Agency, Inc

Marlborough, MA

Expired: April 14, 2024 Applications are no longer accepted.

Full-Time

Job Summary:

The Processor provides policy checking, invoicing, certificate of insurance issuance and quality control support to the Business/Commercial Lines Department based on agency service standards. This position will also back up reception and assist with general office support as needed. The schedule for this role is M-Th from 8:00 a.m. - 4:30 p.m. and from 8:00 a.m. - 4:00 p.m. on Fridays in our Marlborough, MA office.

There is tremendous opportunity for growth in this position! We hope to find someone who is interested in learning the insurance industry and establishing a career within our agency family.

Job Responsibilities:

Check new and renewal policies, endorsements and audits for accuracy; update agency management system accordingly; transact premium and mail policies/endorsements to clients.
Follow-up with carriers to ensure timely receipt of new and renewal policies and endorsements.
Work with Account Managers to order coverage changes if policy data is inaccurate and follow-up on requests.
Issue certificates of insurance and evidences of property documents to satisfy client service requests
Maintain orderly electronic files and documented information.
Responsible for client satisfaction from an administrative service prospective.
Act as secondary back-up for office receptionist duties on an as needed basis - includes sorting and distributing incoming mail, taking payments, entering cancellation and reinstatement notices.
Scan policies, endorsements, audits and other mail on a daily basis.
Maintain regular fax distribution and appropriate copier/printer paper supply.
Identify and implement opportunities for increased operational effectiveness.

Requirements

Knowledge and Skills:

Solid working knowledge of Microsoft Office products.
Technologically savvy; must be able to work with multiple carrier systems and our agency management system.
Ability to compose original correspondence, have effective interaction with people through written and verbal communication. Multilingual ability would be a plus.
Excellent organizational and interpersonal skills and the ability to work in a team environment.
Ability to self-manage priorities and workflow to ensure efficient, timely and accurate processing of transactions.
Helpful, positive attitude with both internal and external customers while working in a fast-paced environment.

Education and Experience:

High School diploma or equivalent required.
Minimum of 2 years of experience as an insurance client support representative/processor preferred or 2 years of experience in a customer service, administrative support role in a busy office environment.