Certificate Processor

1 month ago


Fort Worth, United States Higginbotham Insurance Agency Full time
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Certificate Processorfor our Fort Worthoffice.

The Certificate Processors are integral members of our Commercial Lines team who review, compile, and deliver information critical to providing exceptional service and business support for our clients.

Essential Task:

  • Responsible for issuing new and renewal certificates for commercial line clients.
  • Provides customer service for insured parties requesting certificate of insurance
  • Reading & interpreting data to compare against policy guidelines
  • Operates agency management system, 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
Experience and Education:
  • High school education or equivalent and General Lines License are required
  • Must have at least one to two years of insurance experience, including commercial lines experience
  • Working knowledge of CSR24 is a plus
  • Ability to multitask in a variety of computer programs including Word and Excel
  • Ability to enter, transcribe, store and maintain data electronically
  • Ability to evaluate information against a given standard
  • Ability to understand written information in work related documents
  • Oral & Written Communication Skills
  • Ability to work under stress in a high volume environment
  • Interpersonal skills
  • Ability to work in a team setting
Location:
  • Fort Worth, TX
  • REMOTE opportunities available for qualified candidates
Perks & Benefits:
  • Generous employee benefits package which includes a robust wellness program
  • Employee Ownership Opportunities
  • Career progression opportunity - the potential for growth within the company


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