Certificate ProcessorPosition 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: NoneEssential Tasks:Responsible for issuing new and renewal certificates for commercial line clients.Provides customer service for insured parties requesting certificates of insuranceReading & interpreting data to compare against policy guidelinesUtilizes the agency management system (Applied Epic), spreadsheet software and word processing software to obtain insurance data and issue certificatesMay review insurance contracts to determine type of certificate and required informationInitiates communication with Account Managers and others to obtain informationProcesses and prints insurance documentsPrepares documents for mailCore Competencies:Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely mannerAttention to Detail: A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability: Acknowledgment of the importance of being present and punctual.Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills: Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environmentExperience and Education:High School diploma or equivalent1-2 years of insurance experience required, commercial lines specific experience preferredAbility to enter, transcribe, store and maintain data electronicallyAbility to evaluate information against a given standardAbility to work under stress in a high volume environmentLicensing 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 OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptableWorking knowledge of CSR24 is preferredPhysical Requirements:Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsBenefits & 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 PTOEmployee Wellness ProgramNotice 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.Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.
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