Licensed Personal Lines Policy Processor II

Description

Aspire General Insurance Company and its affiliated general agent, Aspire General Insurance Services, are on a mission to deliver affordable specialty auto coverage to drivers without compromising outstanding service.

Our company values can best be described with ABLE: to always do the right thing, be yourself, learn and evolve, and execute. Join our team where every individual takes pride in driving their role for shared success.

Job Summary

Under the direction of the Department Manager, the P&C Licensed Policy Processor 2 performs the essential functions of the position, which include but is not limited to servicing the needs of clients and making changes to existing accounts. Specific service and underwriting responsibilities are required in this position. Meets service and underwriting standards and performs essential functions at or above the quality and service standards of Aspire General Insurance Services.

Essential Duties And Responsibilities

• Compare information from the application to the criteria for policy reinstatement and approve reinstatement when criteria are met;
• Compose business correspondence for supervisors, managers, and professionals;
• Correspond with the insured or agent to obtain information or inform them of account status or changes;
• Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and the effects of changes;
• Modify, update, and process existing policies to reflect any change in the amount of coverage or type of insurance;
• Notify the insurance agent and accounting department of policy cancellation;
• Process policy cancellation requests within company guidelines;
• Organize and work with detailed office records, maintaining files and/or logs of various projects;
• Process and record new insurance policies and claims;
• Process, prepare, and submit business or government forms;
• Review and verify data, such as age, name, and address on insurance applications and policies;
• Transcribe data to worksheets and enter data into the computer for use in preparing documents and adjusting accounts;
• Maintaining communication with the Supervisor on the progress of ongoing tasks and/ or projects;
• Anticipate project needs, discern work priorities, and meet deadlines;
• Provide backup when requested to sign in to phone queues during escalated call volumes;
• Possible auditing of trainees, policy processing tasks, documents, brokers, etc.
• Additional assignments to support department management.
• Complies with state and federal laws, Department of Insurance criteria, insurance carrier, and Aspire General Insurance Services policies, procedures, and work rules;
• Prompt and regular attendance;
• Other duties as assigned.
  
  

Requirements

SKILL AND EDUCATIONAL REQUIREMENTS:

• Active P&C Licenses for CA, AZ, TX & VA
• A min of 1 year of experience of underwriting in the property and casualty insurance industry required;
• Strong administrative qualities in back-end processing;
• Ability to manage increased levels of responsibility;
• Strong knowledge of insurance terminology, concepts and coverage and ability to read, analyze, and interpret industry periodicals, technical procedures, and governmental regulations;
• Familiar with Microsoft Office; ability to use the Internet and adapt to new software programs and changes in technology;
• Ability to set priorities and perform multiple tasks;
• Ability to solve practical problems; deal with concrete variables in situations; and to interpret a variety of instructions furnished in written oral, diagram, or schedule form;
• Strong communication skills;
• Ability to adapt to a paperless environment;
• Proficient in Microsoft Excel.
  
  

Inter-relationship Component

• Ability to develop excellent working relationships with Staff, Clients, and Insurance Partners;
• Ability to communicate with others in an effective and friendly manner, one that is conducive to being a conscientious team member, fostering a spirit of goodwill, indicative of a professional environment and atmosphere;
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information;
• Represent the Company professionally and contribute to the Corporate Image;
• Consistently provide excellent client service;
• Ability to manage multiple projects and work assignments from a variety of staff.
  
  

Working Conditions

WORKING CONDITIONS AND PHYSICAL REQUIREMENTS:

• This position operates in a professional office environment with a primarily sedentary work setting.
• Work may be performed in a traditional office or remote/hybrid environment, depending on business needs.
• Regular use of standard office equipment is required, including computers, phones, photocopiers, scanners, and other electronic devices.
• The role may require extended periods of computer-based work, including data entry, document review, and electronic communication.
• The employee may be required to handle multiple tasks simultaneously in a fast-paced environment with frequent interruptions.
• Mandatory overtime may be required to meet business demands, deadlines, or high-volume workflows.
• Consistent attendance and punctuality are required
• The position may involve periodic participation in team meetings, training sessions, and cross-functional collaboration.
• Noise level is typically moderate, consistent with an office or remote work environment.
  
  

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer (typically 6–8 hours per day).
• Frequent use of hands and fingers for typing, data entry, and operating office equipment.
• Ability to view computer screens for extended periods and read detailed documents.
• Occasional standing, walking, bending, or reaching to access files and office equipment.
• Ability to communicate clearly, both verbally and in writing, including via phone and virtual platforms.
• May occasionally need to lift and/or move up to 10–15 pounds (e.g., files, office materials).
• Requires close attention to detail, visual acuity, and focus for reviewing data and documents.
• Ability to maintain productivity and accuracy in a high-volume, detail-oriented environment.
  
  

Benefits: Medical, Dental, Vision, HSA*, PTO, 401k, Company observed Holidays

Individuals seeking employment at Aspire General Insurance Services LLC are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation in accordance with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

• Depending on plan selected
  
  

Compensation may vary based on several factors, including candidate's individual skills, relevant work experience, location, etc.