Commercial Insurance Processor
Core
Process commercial insurance renewals, endorsements, new business, and cancellations while supporting sales operations and client data management.
Role type
entry-level commercial insurance processor
Builds
commercial insurance policies and client documentation
Domain
insurance brokerage
Required skills
data comparison, document sorting, billing processing, refund requests, data entry, internal customer service, target tracking, industry change monitoring, problem solving
Preferred skills
Microsoft Office, Level 1 General Insurance License
Responsibilities
Process commercial insurance renewals, endorsements, new business, and cancellations; Compare data on documents received from insurance carriers to existing data within client files; Contact sales team regarding discrepancies; Update broker management system; Bill client premiums; Request cheques for client refunds; Prepare document packages for clients; Provide internal customer service to Commercial Sales team.
Seniority
Entry-level, training provided