• Personal Lines CSR/Processor

    Insight Global (New Orleans, LA)


    Job Description

    Insight Global is seeking a Personal Lines Insurance Processor to manage all aspects of new and renewal personal insurance business while delivering exceptional customer service. You will maintain accurate recordkeeping of all policy information, quote and write new business, and support the retention of the existing book of business. In this role, you will ensure clients’ insurance needs are handled with accuracy and care, helping protect what matters most to them.

    Your responsibilities as the Personal Lines Insurance Processor will include:

    • Review daily carrier reports, monitor policy status, and resolve discrepancies to ensure continuous and accurate coverage.

    • Serve as the primary liaison with clients, mortgage companies, and carriers to coordinate documents, payments, and policy updates.

    • Prepare and send renewal quotes and invoices, process client payments, and maintain accurate bookkeeping records.

    • Assist clients with coverage options, basic claims inquiries, and quote comparisons while providing responsive customer service.

    • Maintain organized records, support office operations, and contribute to process improvements and team initiatives

    • Process payments; Process late-payment and cancellation notices, as well as payment-received notices into EPIC.

     

    Compensation: up to $50k + bonus + benefits

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

    Skills and Requirements

    • 1 year of Personal Insurance experience is mandatory (2-4 years preferred)

    • Associate degree or equivalent education, or one to three years of related experience/training in sales, insurance, or customer service.

    • Proficiency in Microsoft Office with applied knowledge of TAMS/EPIC Policy Management System and insurance quoting websites preferred.

    • Ability to travel, as needed, to support client relationships, sales initiatives, or business requirements. • EPIC experience preferred.

    • Property & Casualty (P&C) Licensed.