INSURANCE PROCESSOR RESUME EXAMPLE

Published: Oct 07, 2025 - The Insurance Processor ensures the accuracy and completeness of insurance submissions by analyzing policy changes, performing data entry, and coordinating with relevant parties to resolve issues. This role supports operational efficiency by assisting in the development and implementation of procedures, reviewing workflows, and contributing technical input for process improvements. The processor also maintains strong collaboration with management, underwriters, and brokers to uphold underwriting integrity and achieve organizational goals.

Tips for Insurance Processor Skills and Responsibilities on a Resume

1. Insurance Processor, Upshaw Insurance Agency, Amarillo, TX

Job Summary: 

  • Monitor the service inbox for timely response to all customer requests
  • Set priorities and process requests with accuracy and a sense of urgency
  • Provide support for more client service issues including Certificates of Insurance, Vehicle and Driver changes and ensure that the agency management system is updated daily
  • Process endorsements through the agency management system and communicate to the insurance company and/or MGA
  • Follow up to ensure changes are complete
  • Accurately maintain electronic documentation of activities and communications
  • Assist in the resolution of commission differences and billing issues
  • Order loss runs, MVRs, and experience modifiers
  • Enter loss run information and prepare loss summaries for new and renewal submissions
  • Process payments and finance agreement quotes


Skills on Resume: 

  • Customer Communication (Soft Skills)
  • Time Management (Soft Skills)
  • Data Entry (Hard Skills)
  • Policy Processing (Hard Skills)
  • Documentation Accuracy (Hard Skills)
  • Problem Solving (Soft Skills)
  • Billing Resolution (Hard Skills)
  • Task Prioritization (Soft Skills)

2. Insurance Processor, Sims Insurance, Inc., Fayetteville, AR

Job Summary: 

  • Responsible for Corporate Sponsored and Bank Owned life insurance product administration of the Advanced Markets Network department
  • Processing of fixed-in-force transaction requests
  • Premium payments, beneficiary and owner changes, address changes, billing changes, etc.
  • Analyze and reconcile daily transaction activity
  • Create and provide Excel reports 
  • Assist with document pulls in support of client requests
  • Document and maintain organized files
  • Account reconciliation following client request processing
  • Pull and research archived files in support of the claims department
  • Provide support to fellow teammates, this includes pulling reports and processing
  • Build relationships with servicing offices


Skills on Resume: 

  • Data Analysis (Hard Skills)
  • Policy Administration (Hard Skills)
  • Account Reconciliation (Hard Skills)
  • Report Generation (Hard Skills)
  • Document Management (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Client Support (Soft Skills)
  • Relationship Building (Soft Skills)

3. Insurance Processor, Cross Insurance, Portland, OR

Job Summary: 

  • Update billing-related documents linked to corresponding customer loan accounts 
  • Creating bill documents resulting from verbal confirmation with Agents and Insurance Carriers
  • Review account billing/payment history, log all activity, make outbound calls to request and clarify billing info
  • Identify duplicate billing items as well as overlapping/conflicting insurance policy info and correct accordingly, such as assessing problems, taking initiative and solving problems
  • Learn and practice client-specific rules as they relate to bill processing
  • Providing technical, operational, and customer service support to Recreational Marine Managers, underwriters, and brokers as it relates to quoting, binding, and issuing new business renewals, policy changes and other processing functions
  • Analyzing submissions/policy changes to ensure information provided is complete and accurate
  • Corresponding with appropriate entities to obtain the required information
  • Supporting the implementation of new processes, participating in analysis, and providing technical input
  • Working with management to create best business practices, improve workflow and efficiencies through operational reviews and systems enhancements


Skills on Resume: 

  • Billing Management (Hard Skills)
  • Data Analysis (Hard Skills)
  • Problem Solving (Soft Skills)
  • Customer Communication (Soft Skills)
  • Policy Processing (Hard Skills)
  • Technical Support (Hard Skills)
  • Workflow Improvement (Soft Skills)
  • Team Collaboration (Soft Skills)

4. Insurance Processor, Diamond S Insurance Agency, Paola, KS

Job Summary: 

  • Review 1500 required documents for accuracy
  • Request and follow up with 1500 Required Documents packets
  • Verify monthly Eligibility and benefits check
  • Run audits for missing parental verification forms
  • Generate a manual claim and resubmit corrected claims
  • Review another Insurance Processor’s billing for accuracy/completion
  • Update the client’s contact and member responsibility information
  • Track member responsibility and out-of-pocket max on Parent copay tracking
  • Create, print and mail member responsibility invoices
  • Reconcile the Explanations of Benefits from the Transactions not posted list
  • Check responses and review rejections weekly
  • Complete and upload appeals for denied claims
  • Maintain the end-of-month report with the current account status
  • Manage/complete all special projects assigned


Skills on Resume: 

  • Document Verification (Hard Skills)
  • Claims Processing (Hard Skills)
  • Data Auditing (Hard Skills)
  • Billing Accuracy (Hard Skills)
  • Account Reconciliation (Hard Skills)
  • Report Management (Hard Skills)
  • Time Management (Soft Skills)
  • Attention to Detail (Soft Skills)

5. Insurance Processor, Kelly Services, Mason, OH

Job Summary: 

  • Prioritize and process incoming mail
  • Enter data into the system and answer incoming calls 
  • Provide customer service and guidance to clients
  • Determine which process will be best suited for each client’s individual situation
  • Research and gather information to process the claim
  • Assist customers by seamlessly binding policies on behalf of carriers
  • Respond to customer inquiries via text and email
  • Provide recommendations for policies and coverage
  • Identify areas of improvement within the customer service process 


Skills on Resume: 

  • Customer Service (Soft Skills)
  • Data Entry (Hard Skills)
  • Claims Processing (Hard Skills)
  • Communication (Soft Skills)
  • Policy Binding (Hard Skills)
  • Problem Solving (Soft Skills)
  • Research Ability (Hard Skills)
  • Process Improvement (Soft Skills)

6. Insurance Processor, Medical Eyeglass Center, Westfield, NJ

Job Summary: 

  • Issues with all Binders/Certificates/EPIs
  • Assists with Loss Control/Rec Letters-attach to management system, send client email, set follow-up task
  • Assist with Renewal Questionnaires-attach to the management system, send to client, set follow-up task, send to carrier when completed
  • Manage the data in AMS360, and make sure the management system is accurate
  • Manage accurate client records through diligent data entry and recordkeeping
  • Calculate and issue policyholders’ premiums, refunds, and adjustments
  • Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies
  • Deliver an optimal level of customer service in accordance with company policy when corresponding with existing and prospective clients
  • Fact-check personal information such as names, addresses, ages, and other data to ensure accurate recordkeeping


Skills on Resume: 

  • Data Management (Hard Skills)
  • Policy Administration (Hard Skills)
  • Customer Service (Soft Skills)
  • Recordkeeping Accuracy (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Problem Solving (Soft Skills)
  • Communication (Soft Skills)
  • Attention to Detail (Soft Skills)

7. Insurance Processor, Customer First Insurance Agency LLC, Philadelphia, PA

Job Summary: 

  • Mail handling, including input to the agency management system per agency guidelines
  • Pull policy correspondence reports from carrier websites and manage carrier e-mail delivery of similar reports
  • Provide proof of insurance per agency guidelines
  • Utilize the agency management system to provide quality control checks in of new business/renewal policies, endorsements, audits, etc, against account management activity
  • Execute policy correspondence delivery to the client per agency guidelines and procedures
  • Input and communicate appropriately notice of cancellations, non-renewals and reinstatements
  • Operate a variety of standard office machines, including a personal computer with a variety of software, phone, fax, calculator, shredder, photocopy, and mail machines
  • Establish and maintain effective working relationships with co-workers, supervisors and the general public
  • Assist with special projects as assigned by management


Skills on Resume: 

  • Data Entry (Hard Skills)
  • Policy Processing (Hard Skills)
  • Quality Control (Hard Skills)
  • Customer Communication (Soft Skills)
  • Office Administration (Hard Skills)
  • Technical Proficiency (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Time Management (Soft Skills)

8. Insurance Processor, Jones Insurance Agency, Inc., Garner, NC

Job Summary: 

  • Prioritize work across various products/regions to ensure service level agreements are met
  • Analyze submissions/policy changes to ensure information provided is complete and accurate
  • Correspond with appropriate entities to obtain required information and follow through to resolution
  • Accurately/effectively perform required data entry/system transaction(s)
  • Refer questions/problems that are above and beyond approved authority levels to the underwriter or manager
  • Recognize and escalate concerns that have the potential to impact or compromise underwriting integrity
  • Accurately record activities/time to ensure quality, productivity and utilization expectations are met
  • Assist with the development, documentation, and implementation of operational procedures 
  • Participate in the review of existing operational and business flows that support the development of solutions that improve the efficiency and effectiveness of the support provided 
  • Support the implementation of new processes, participating in the upfront analysis and providing technical input
  • Work with management to create best business practices, improve workflow and efficiencies through operational reviews and system enhancements
  • Develop a good, honest, open working relationship with management, underwriters, and brokers
  • Express personal/professional development goals with the team leader to ensure they are aligned with the overall goals of the organization and business support units


Skills on Resume: 

  • Workflow Management (Soft Skills)
  • Data Analysis (Hard Skills)
  • Communication (Soft Skills)
  • Data Entry (Hard Skills)
  • Problem Escalation (Soft Skills)
  • Process Improvement (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Operational Support (Hard Skills)

9. Insurance Processor, Scott Agency, Inc., Montgomery City, MO

Job Summary: 

  • Prepare settlement statements
  • Confirming transaction proration figures
  • Obtaining appropriate lien payoff information
  • Following the written escrow instructions provided by the parties
  • Post-closing follow-up for recorded documents and any holdback funds that need to be disbursed
  • Process Certificates of Insurance procedure
  • Document and process all insurance change requests as directed by AM/AE
  • Contact carriers for endorsement information and forward to AM/AE for approval
  • Contact the client regarding any fees or other required information
  • Process endorsements and mail to clients
  • Handle cancellations and reinstatements, etc, documenting in EPIC
  • Handle all processing, including send policy with any auto ID cards, renewal certificates and a certificate request form


Skills on Resume: 

  • Document Processing (Hard Skills)
  • Financial Reconciliation (Hard Skills)
  • Customer Communication (Soft Skills)
  • Policy Administration (Hard Skills)
  • Data Entry (Hard Skills)
  • Problem Solving (Soft Skills)
  • Post-Closing Follow-Up (Hard Skills)
  • Attention to Detail (Soft Skills)