Insurance Processor & Client Documentation Specialist

Legacy Risk Solutions, LLC; Northern (KY); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Legacy Risk Solutions, LLC is seeking an Insurance Processor to handle accurate, professional insurance forms and documents while supporting team members.

This role works closely with Account Managers but also requires independent problem-solving and initiative, including maintaining client databases, issuing certificates, handling mail, scanning, and recordkeeping, using agency software, and creating Excel spreadsheets.

Qualifications

• High school diploma or equivalent required.
• P&C license preferred; must be obtained within 90 days of hire.
• Proficiency with Microsoft Word and Excel is a plus; strong communication required.

Responsibilities

• Answer and direct incoming customer calls.
• Maintain and update client database; verify policy and account information.
• Coordinate certificate issuance (on-demand and renewals).
• Process and distribute incoming/outgoing mail.
• Perform scanning, document storage, and recordkeeping.
• Maintain activity and suspense logs.
• Use agency management systems and integrated software effectively.
• Create and maintain Excel spreadsheets.
• Perform additional related duties as assigned.

Skills

Strong communication

Organizational skills

Multitasking

Problem solving

Team orientation

Initiative

Education

High school diploma or equivalent

P&C license preferred; required within 90 days

Tools

Microsoft Word

Microsoft Excel

Outlook

Microsoft Teams

Job description

Legacy Risk Solutions, LLC is seeking an Insurance Processor to handle accurate, professional insurance forms and documents while supporting team members.

This role works closely with Account Managers but also requires independent problem-solving and initiative, including maintaining client databases, issuing certificates, handling mail, scanning, and recordkeeping, using agency software, and creating Excel spreadsheets.