Processor for Personal Insurance

Position Summary:

To provide assistance to Personal Protection Coaches in the processing of new and renewal personal lines business. To provide in-house support to the agents and producers as needed.

Job Functions:

  • Verification of Insurance from mortgagees, lienholders, dealerships and related entities. These inquires come by phone, fax, email and snail mail
  • EOI’s-Issue evidence of insurance to escrows, lenders and bank for new and existing customers per the instructions provided by the requestor
  • Billing questions from clients. Learn to self handle all of these inquiries and properly direct the client to make payment
  • ID Cards – Proof of insurance for autos. Properly issue to clients as requested
  • Basic claims questions & contacting adjusters when needed. Learn to and properly manage claims scenarios for clients until the closure of the claim
  • UW Memos- Handle or assist agents with underwriting memos, gathering information from clients, responding to insurance companies and handling related questions and data until the underwriting process is complete
  • Mortgagee Changes – Process, follow and assure completion of mortgagee on insurance policies
  • Loss Payee Changes – Process, follow and assure completion of loss payee on insurance policies
  • Cancelled Policy List (Once per week) –Review, update Hawksoft system, set suspense for the cancelled policy list from Hawksoft and work with all agents to assure this list remains up to date at all times
    o Work Hawksoft suspense of your own and those that are given to you by other teammates until full and proper complete of the task
  • Assist with quoting and applications when needed at the direction of your teammates

Additional Duties:

  • Help teammates when needed as directed

Requirements & Skills:

  • Proficient with Microsoft Word, Excel, Outlook and a calculator
  • Type quickly and accurately
  • Excellent communication skills both verbal and written
  • Organized, structured, punctual and will follow the rules
  • Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest


  • High school diploma


  • No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a

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