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Processing Specialist
SSIU | South Shore Insurance UnderwritersProcessing Specialist serving as the welcoming face of the Managing General Agency. Delivering superior customer service to retail agent partners and clients in a hybrid role.
About the role
Key responsibilities & impact- Serve as a point of contact for retail agent partners and clients, providing fast, friendly, and accurate service via phone and digital communication
- Review and process applications with accuracy
- Use management system(s) to record information as well as communicate with clients
- Process endorsements (policy changes) and cancellations in accordance with training and company guidelines
- Support operational functions including reports, inspections, policy audits, and surplus lines documentation
- Assist with surplus lines tax filings and compliance and coordinate with applicable state insurance boards, as needed
- Maintain organized, detailed records to ensure compliance, efficiency, and excellent service
- Jump in to support the team with additional tasks as needed — because teamwork makes everything run smoother
Requirements
What you’ll need- High school diploma or equivalent (college coursework or degree preferred)
- One to two years of customer service experience; insurance experience preferred
- Working knowledge of Windows PC, Microsoft Word, Excel, and Outlook
- Ability to remain calm, professional, and solution-oriented in fast-paced or stressful situations
Benefits
Comp & perks- 100% employer-paid health and dental benefits
- Generous paid time off
- 12 paid holidays each year
- Flexible work arrangements
- 401(k) with a 4% company safe harbor match
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceapplication processingpolicy changescompliancerecord keepingreport generationinspectionspolicy auditssurplus lines documentationtax filings
Soft Skills
communicationteamworkproblem-solvingprofessionalismattention to detailcalmness under pressureorganizational skillsadaptabilitysolution-orientedefficiency
Certifications
high school diplomacollege courseworkinsurance experience