Job Title: Processor Clerk Department: Credit Operations

Reports to: Joy Gill, VP and Tonya Iles, APV Effective Date:

 

Job Summary:

The processor clerk enters and reviews certificates of insurance to ensure that they fall within specific agent limits and/or regulatory guidelines, that premiums are accurately assessed and collected, billing or refunding as necessary.  The processor assists insureds and agents with inquiries regarding the status of their coverage or protection, and the changes made to reports.  

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

Monthly entry of certificates of insurance via electronic or manual means, balancing information received against information reported, reviewing premium/fee calculation errors, refund calculation errors, ensuring that certificates of insurance meet state requirements and fall within specified agent limits.  Notifies agents of any changes made to data received, including notifying customers of declined, withdrawn, or amended insurance policies. Additional duties include monitoring and following up with agents for outstanding receivables, payables, or months of business not yet received. Additional duties may include month-end accounting or daily deposits or other tasks as necessary.

Required Skills/Abilities: 

• Excellent verbal and written communication skills. 

• Excellent interpersonal and customer service skills.

• Excellent organizational skills and attention to detail.

• Excellent time management skills with a proven ability to meet deadlines.

• Strong analytical and problem-solving skills.

• Strong math skills with the ability to follow provided algebraic formulas.

• Ability to prioritize tasks.

• Ability to function well in a fast-paced and at times stressful environment.

• Proficient with Microsoft Office Suite or related software.

Education and Experience:

High school diploma or equivalent.

At least two years’ related experience required. 

Physical Requirements: 

Prolonged periods of sitting at a desk and working on a computer.