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Insurance Assistant Processor


An Insurance Assistant Processor is an entry level processor position.  Coordinates cases during the submittal phase of underwriting, while providing secondary support to team members.

Primary Duties:

  • Scrub and review all incoming applications to ensure they are in good order
  • Coordinate with advisor/CSM to obtain outstanding information
  • Process and submit applications
  • Process incoming and outgoing policies
  • Process delivery requirements and premium checks

Secondary Duties:

  • Mail forms and applications to clients
  • Schedule client appointments for medical exams (labs)
  • Order APS (Attending Physician Statements)
  • Assist in preparation for daily client meetings
  • Handle miscellaneous activities as they arise


  • Must coordinate multiple tasks and priorities in a fast-paced environment
  • Must allow for a flexible work schedule when experiencing high volumes
  • Must be able to work with a team of people to accomplish a common goal
  • Must have outstanding customer service skills
  • Sets goals and strives to obtain them

Skills & Expertise:

  • Minimum 1 year insurance experience
  • Knowledge of insurance products/industry: Required
  • Product Experience (Term, VUL, Individual Disability, Buy/Sell, Overhead Expense):


  • Education level: Associates/Bachelors Degree: Preferred
  • Must have excellent verbal and written communication skills
  • Must have very high training retention and quick learner
  • Must have high attention to detail with good organizational and problem solving skills
  • Must maintain confidentiality of information
  • Must have proficiency with Microsoft Office Software

Licenses (preferred)

  • Life and Health


  • $29,000 – $34,000 a year with an aggressive bonus structure.

HOURS: Monday – Friday (8 am – 5 pm)

Apply by emailing an attached cover letter and résumé to: