Insurance Processor

The role

The Insurance Processor executes operational workflows across the policy lifecycle within Applied EPIC. This role supports the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions.

What you will do

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
• Support direct bill and all agency bill types of billing structures as assigned.
• Maintain accurate policy records, documentation, and activities in Applied EPIC in accordance with OTech standards.
• Review carrier-issued policies, invoices, and notices to ensure accurate and timely data entry.
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto ID cards using CSR24 and EPIC.
• Follow established documentation standards, naming conventions, and attachment protocols.
• Enter Daily work on a Production Tracker.
• Participate in workflow documentation updates and operational enablement initiatives as assigned.
• Meet established quality and production standards.
• Adhere to defined turnaround SLAs for assigned workflows.

Required qualifications

• Proficiency in Microsoft Office (Outlook, Excel, Word).
• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes and maintain high data accuracy.
• Comfort working in a high-volume, deadline-driven environment.

Nice to have

• Strong attention to detail and commitment to data integrity.
• Coachable and receptive to feedback.
• Organized and dependable.
• Ability to work within defined guidelines and escalate appropriately.
• Collaborative, team-oriented mindset.
• Strong time management and personal accountability.

About the company

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. The company is a socially conscious organization with a culture of relentless grit and continuous improvement.