Insurance Processor III

Allied Solutions, LLC; Whitecap; On-site; CAD 40,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance (100% company-paid)

Disability coverage (company-paid)

401k match

Paid time off (PTO)

Job summary

Allied Solutions, LLC seeks an Insurance Processor to interpret and accurately process insurance documents for multiple financial-institution clients. The role involves engaging in a busy, collaborative environment while maintaining high productivity and quality standards.

The position requires attention to detail, ability to navigate complex document structures, and experience with data entry in insurance workflows, including OCR/IDP processes and compliance expectations.

Qualifications

• High school diploma or GED required.
• 1–2 years of work-related experience required.
• Prior data entry or insurance experience is required.
• Commercial insurance experience strongly preferred.
• Comfort navigating computer systems & programs is required.
• Knowledge of collaterals related to Condominiums, Commercial, and Equipment.
• CFPB and FEMA regulations and insurance coverages knowledge.

Responsibilities

• Process auto mortgage, property and casualty insurance documents into Allied's tracking system with accuracy.
• Enter data accurately while navigating complex document structures and making informed decisions.
• Process collateral types for commercial properties and equipment.
• Match insurance to loan records and ensure data accuracy per compliance standards.
• Handle high daily volume with OCR/IDP data capture and validation.
• Follow department procedures and contribute to risk/compliance processes.
• Support workflow by prioritizing tasks in a fast-paced environment and alert leadership to anomalies.

Skills

Data entry

Insurance knowledge

Attention to detail

Regulatory knowledge (CFPB/FEMA)

Education

High school diploma or GED

Job description

Job Duties & Responsibilities

Insurance Processors interpret and accurately process insurance documents into Allied's advanced tracking system for multiple financial-institution clients. Works in a busy, friendly and collaborative environment, ensuring high turnaround, productivity and quality standards are consistently met. Works in a team environment to meet department goals and benchmarks. Prolonged periods of sitting at a desk, working on a computer, being available and responsive via email/phone/messaging. This position requires knowledge of a multitude of processes & procedures to accurately process insurance documents.

DOCUMENT PROCESSING

Analyze, and accurately enter auto mortgage, property and casualty GAP, AD&D, Vehicle Warranty, Credit Life, and Credit Life& Disability insurance documents into Allied's advanced tracking system for financial institution clients. This role requires attention to detail and problem-solving skills to ensure the integrity of information, but it is not a 'heads-down' data entry position, as it involves navigating intricate document structures and making informed decisions. This role includes processing collateral types for commercial properties and equipment. Accurately and efficiently working the matching program to apply insurance to a loan record & follow all procedures to ensure accuracy of data being processed according to compliance expectations and laws. Accurately and efficiently process a high daily volume of insurance documents and premium invoices inputting all information into Allied's tracking system according to multiple rules and exceptions with a focus on detail. Perform data capture duties accurately and efficiently in various systems such as process in optical character recognition (OCR) validations, OCR review, and/or IDP (Intelligent Document Processing). This position requires knowledge of a multitude of processes & procedures to accurately process insurance documents. Utilizing department procedure manuals is a key element to success in this role.

WORKFLOW SUPPORT

Understand and follow scheduled workflow to meet appropriate department goals for productivity. Switch priorities/focus quickly and frequently, prioritizing and handling multiple tasks, working independently in a fast-paced environment with little direct support from supervisor or management team. Strong attention to detail and organizational skills. Alert leadership team to any abnormalities in queue numbers or documents received. Other tasks and duties as assigned.

RESEARCH & DEVELOPMENT

Gather information to answer questions, exchange related information and advice with co-workers and management. Create and deliver training materials to be used for new & existing employees. Mentor and train new or existing employees including leading group chats to answer questions and provide support regarding auto, commercial, and mortgage property and casualty insurance and collaterals. Perform peer and process audits. Assist supervisors, operations risk & control with processing and/or research of nuanced and complicated projects for specific lenders, queues, or departments. Assist leadership in presentation of new procedures. Other tasks and duties as assigned.

Qualifications (Education, Experience, Certifications & KSA)

• High school diploma or GED required.
• 1-2 years of work-related experience required.
• Prior data entry or insurance experience is required.
• Commercial insurance experience is strongly preferred.
• The bulk of this position is completed electronically via computer programs; being comfortable navigating computer systems & programs is a requirement.
• Demonstrated and established knowledge in collaterals related to Condominiums, Commercial, and Equipment.
• Demonstrated and established proficiency in CFPB and FEMA regulations and insurance coverages related to Hazard, Flood, Wind, Hurricane, General Liability, Workmen’s Comp, Builders Risk, Life, Condominium/Unit Owner and Earthquake.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

Benefits

• Medical insurance coverage
• Dental insurance coverage
• Vision insurance coverage
• 100% company-paid life coverage
• Company-paid disability coverage
• 401k options with company match
• Three weeks PTO by the end of the first year

Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana.

As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions.