Insurance Processing Specialist
We Insure
Jacksonville, FL US
Posted ago
We Insure

The processing specialist provides insurance service support to customers by processing correspondence/requests and follow up on the execution of such requests. The role involves understanding multiple carrier sites, effective communication with carriers, customers, and agency owners, and be retention and quality-focused. By providing excellent service and meeting monthly performance objectives, the processing specialist will assist the company in growth and retention initiatives.


Essential Job functions:

  • Process necessary insurance documents such as certificates, cancellations, reinstatements, providing documentation to carriers or clients as requested
  • Pull correspondence from carrier sites
  • Make outbound calls to complete customer or carrier insurance requests, retention efforts, or as defined in the standard operating procedures
  • Manage audit metrics which include tasks per hour and quality measures
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate process of transactions adhering to the standard operating procedures
  • Accurately document all transactions
  • Cooperate purposefully in coaching conversations, side-by-side observations, and goal setting to meet individual and department standards
  • Strong ethical values and integrity
  • Maintain regular and punctual attendance
  • Work cooperatively with others
  • Work overtime as needed and adhere to company policies and procedures

Additional responsibilities (marginal job functions):

  • Assist peers with questions and provide necessary clarification if needed
  • Participate in individual development programs
  • Assist in additional projects as requested by manager
  • Participate in team and department competitions
  • Attend all standard operating procedure, refresher, and team trainings as assigned
  • Identify process changes to improve quality or process time initiatives
  • Assist in testing product/process new releases as needed


Knowledge, skills, abilities (KSA):

  • Must obtain a 440 customer service insurance license
  • Must have a standard understanding of insurance regulation and company operating procedures
  • Ability to understand and maneuver multiple carrier sites, uploading documents accurately, and interpret underwriting criteria from the carrier
  • Effectively communicate both orally and in written form. this includes the ability to clearly articulate, interpret and summarize information to present to a customer or carrier
  • Excellent attention to detail. the ability to produce high quantity without substituting quality
  • Must have proven reliability and dependability
  • Experience working with Microsoft outlook, multiple carrier sites, rating systems

About We Insure

We Insure is a national insurance company that’s disrupting the industry with a business model focused on customer experience and exceptional agent support. The franchise offers unprecedented access to carriers and completely operational, IT, service, and marketing support to its franchise owners in the U.S.

Established in 2009, We Insure has been awarded countless awards including Jacksonville Business Journal’s Best Places to Work and Fastest-Growing Private Companies, Franchise Business Review’s Top Franchises, Inc.’s 5000 Fastest Growing Companies, and Entrepreneur's Top Franchise List.

The leadership team is seeking highly motivated and career-driven candidates to join Team WE. If you are looking for a long-term career in a supportive, goal-driven environment and with a company that believes in developing its associates, then We Insure is the right fit for you.

For more information about We Insure, visit

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