Insurance Policy Processor

3 days ago


Newport Beach, California, United States Jobot Full time
Job Overview: We are seeking an experienced Insurance Policy Processor to join our team at Jobot. As a key member of our Claims department, you will be responsible for processing renewal certificates of insurance, data entry in the agency management system, and policy processing including pulling policies from websites and attaching them in the agency management system. This role requires attention to detail and strong analytical skills to ensure accuracy in policy processing.

Key Responsibilities:
  • Process renewal certificates of insurance at the direction of Account Manager.
  • Data entry in the agency management system.
  • Policy processing including pulling policies from websites and attach in the agency management system, check policy for accuracy (comparing it to the proposal and agency policies electronically to client or set up policies in 3-ring binders (based on client's preference).
  • Receive, review and document correspondence (phone, email, mail, fax, etc.).
  • Assist with policy renewal process by obtaining Motor Vehicle Records, Loss Run reports certificate templates in EPIC.
  • Assist with Voluntary Audits and Final Audits at direction of Account Manager.
  • Transact agency bill items with Account Manager instruction.

Requirements: To be successful in this role, you should have proficiency in Word and Excel and be able to work efficiently in a fast-paced environment. You should also be able to maintain confidentiality and handle sensitive information with discretion.

Salary: $45,000 - $60,000 per year.

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