What are the responsibilities and job description for the Processor - Personal Lines position at Otterstedt Insurance Agency?
Join Otterstedt Insurance Agency as a Full-Time Personal Lines Processor and experience the thrill of being part of a dedicated team focused on customer satisfaction. This position offers the unique advantage of work-from-home flexibility, allowing you to create a work-life balance that suits your lifestyle while contributing to a culture that prioritizes client needs. You'll play a pivotal role in ensuring clients receive top-notch service, making every day an opportunity to showcase your commitment to excellence. Located in Englewood Cliffs, NJ, this role empowers you to leverage your skills in a remote setting, fostering both professional growth and personal autonomy. You will receive great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, and Paid Time Off. Embrace the chance to make a difference in the insurance industry while enjoying the comforts of your home workspace and a supportive team environment.
A little about Otterstedt Insurance Agency
Established in 1919, with a staff of over 110 members. One of the top insurance agencies in the country. Representing 37 contracted insurance companies and over 90 specialty markets.
What it's like to be a Processor - Personal Lines at Processor - Personal Lines
As a new Full-Time Processor in Personal Lines at Otterstedt Insurance Agency, your day-to-day responsibilities will be both engaging and essential. You will begin by reviewing and analyzing personal insurance applications to ensure accuracy and completeness. Daily tasks include processing policy renewals, endorsements, and cancellations with meticulous attention to detail. You will communicate with account executives to gather necessary information and address any inquiries.
Regularly updating records in our systems and maintaining organized documentation will be crucial to provide a seamless experience for clients. Embrace the opportunity to learn, grow, and contribute to a team that values excellence and customer focus.
Requirements for this PERSONAL LINES PROCESSOR job
To thrive as a Full-Time Processor in Personal Lines at Otterstedt Insurance Agency, certain skills are essential for success. Strong attention to detail is paramount, as you will be responsible for reviewing policy applications and ensuring accuracy in all documentation. Time management is crucial, as you'll need to prioritize multiple tasks while adhering to deadlines. Your day-to-day tasks includes, but are not limited to:
- Evaluate new policies, renewals, audits and endorsements- compare the documents to what is currently in our management system (EPIC) and make necessary updates and edits with the consent of either the Account Executive, the Producer or both.
- Correct errors in how policies/endorsements/audits are initially set up so that downloads initiated by the carrier company can attach to our management system.(assign items in suspense).
- Help manage company download and assign items correctly.
- When needed assist Account Executives with specific processing tasks.
- Once the policy (new, renewals, audits and endorsements) is completed it will be attached at the policy level.
How we take care of YOU
- We provide you the ability to collaborate with a passionate group of leaders, peers, and amazing Members.
- We recognize accomplishments and contributions through development, growth, and compensation!
- Excellent Benefit Packages
- Top 100 places to work in NJ
- Salary commensurate with experience
This is a hybrid position currently coming to the office min. 3 days per week.