Processing Specialist

Jobtailor; Daphne (AL); On-site; USD 28,000 - 42,000; Full time

Job summary

Jobtailor is seeking a Customer Service Associate to support retail agent partners and clients via phone and digital channels, ensuring fast, friendly, and accurate service. You will review applications, process endorsements and cancellations, and maintain detailed records for compliance.

This role requires 1–2 years of customer service, insurance experience preferred, and proficiency with Windows, Word, Excel, and Outlook. You will work in a fast-paced environment with teamwork at the core.

Qualifications

• High school diploma or equivalent (college coursework or degree preferred)
• One to two years of customer service experience; insurance experience preferred
• Working knowledge of Windows PC, Microsoft Word, Excel, and Outlook
• Ability to remain calm, professional, and solution-oriented in fast-paced or stressful situations

Responsibilities

• Serve as a point of contact for retail agent partners and clients, providing fast, friendly, and accurate service via phone and digital communication
• Review and process applications with accuracy
• Use management system(s) to record information as well as communicate with clients
• Process endorsements (policy changes) and cancellations in accordance with training and company guidelines
• Support operational functions including reports, inspections, policy audits, and surplus lines documentation
• Assist with surplus lines tax filings and compliance and coordinate with applicable state insurance boards, as needed
• Maintain organized, detailed records to ensure compliance, efficiency, and excellent service
• Jump in to support the team with additional tasks as needed — because teamwork makes everything run smoother

Skills

Customer service

Insurance experience

Communication

Education

High school diploma or equivalent

College coursework or degree preferred

Tools

Windows

Microsoft Word

Excel

Outlook

Job description

• Serve as a point of contact for retail agent partners and clients, providing fast, friendly, and accurate service via phone and digital communication
• Review and process applications with accuracy
• Use management system(s) to record information as well as communicate with clients
• Process endorsements (policy changes) and cancellations in accordance with training and company guidelines
• Support operational functions including reports, inspections, policy audits, and surplus lines documentation
• Assist with surplus lines tax filings and compliance and coordinate with applicable state insurance boards, as needed
• Maintain organized, detailed records to ensure compliance, efficiency, and excellent service
• Jump in to support the team with additional tasks as needed — because teamwork makes everything run smoother

Requirements

• High school diploma or equivalent (college coursework or degree preferred)
• One to two years of customer service experience; insurance experience preferred
• Working knowledge of Windows PC, Microsoft Word, Excel, and Outlook
• Ability to remain calm, professional, and solution-oriented in fast-paced or stressful situations