INSURANCE PROCESSOR SKILLS, EXPERIENCES, AND JOB REQUIREMENTS

Published: Oct 07, 2025 - The Insurance Processor ensures accuracy and efficiency by following detailed procedures and maintaining precise records using computer systems. This role requires strong organizational and communication skills to manage multiple deadlines in a fast-paced environment. The processor also demands proficiency in Microsoft Office Suite, Office 365, and Google Drive to support effective documentation and coordination within the company.

Essential Hard and Soft Skills for an Insurance Processor Resume
  • Data Entry
  • Policy Processing
  • Claims Processing
  • Account Reconciliation
  • Document Management
  • Billing Accuracy
  • Data Analysis
  • Policy Administration
  • Report Generation
  • Quality Control
  • Customer Communication
  • Time Management
  • Problem Solving
  • Team Collaboration
  • Attention to Detail
  • Workflow Management
  • Process Improvement
  • Relationship Building
  • Task Prioritization
  • Client Support

Summary of Insurance Processor Knowledge and Qualifications on Resume

1. BA in Business Administration with 6 years of Experience

  • Working experience in real estate 
  • Strong computer skills and experience with SoftPro 
  • Superior communication skills, strong interpersonal and customer service skills 
  • Able to maintain confidentiality
  • Able to exercise fiduciary responsibility
  • Able to work as a member of a team-oriented environment
  • Able to prioritize and handle multiple tasks and projects concurrently under deadline pressure
  • Possess a high degree of integrity, self-motivation, maintain organization with an attention to detail, and demonstrate a drive for results
  • Experience in a fast-paced customer service role 
  • Ability to handle multiple tasks at various stages of completion

2. BS in Accounting with 4 years of Experience

  • Working experience in Customer service  
  • Experience using data entry, recordkeeping, or insurance policy computer systems or programs
  • Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems 
  • Working knowledge of insurance carriers, insurance policies, and insurance processing
  • Experience with accounting and sales lead generation platforms is helpful
  • Stellar interpersonal communication skills, analytical skills, and customer service skills
  • Must have core computer skills and a demonstrated capability using Microsoft Office programs
  • Must have and maintain a relevant P&C insurance license or must be willing to get licensed

3. BS in Finance with 3 years of Experience

  • High attention to detail and organizational skills
  • Proficient in MS Office
  • Ability to hard-wire into router (LAN connection) and have a minimum of 50MB download speed
  • Good typing speed with high accuracy (40 WPM minimum with 95% accuracy) 
  • Excellent written and verbal communication skills
  • Proficient in computer knowledge and data entry skills
  • Must have basic math skills
  • Must be comfortable working in a fast-paced environment
  • Must have strong organizational skills
  • Must be team-oriented

4. BA in Economics with 7 years of Experience

  • Working experience in Direct processing in the insurance industry
  • Working experience in Financial processing or medical claims 
  • Experience in the insurance industry, following up on tasks such as endorsements, policy cancellations, quoting, and renewals
  • Ability to think critically, problem-solving ability, ability to learn and ask questions, positive working attitude
  • Ability to listen to, understand, and communicate with others by telephone, in written form, electronically, or in person
  • Ability to apply sound judgement to produce appropriate outcomes in a variety of situations, including high volume and challenging situations
  • Ability to operate a computer with relevant software applications
  • Ability to maintain confidentiality
  • Ability to prioritize, organize, and accomplish work to achieve specific goals
  • Ability to read and interpret documents such as escrow, closing, title, operating and procedure manuals
  • Strong communication skills to work effectively with customers and team of sales, escrow, and title employees
  • Self-motivated to work in a fast-paced

5. BS in Accounting with 4 years of Experience

  • Able to monitor and resolve DMV reporting errors to comply with state guidelines
  • Able to prepare new business submissions for Underwriting review
  • Able to prepare and process policy collation
  • Able to research and resolve execution issues within 24 hours of receipt
  • Able to perform a variety of support functions and handle special projects as assigned by the Supervisor
  • Able to provide team training and support 
  • Able to process tasks received in multiple work queues according to established procedures
  • Demonstrate commitment to the Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work
  • Must have strong mathematical aptitude 
  • Working knowledge of IWS, Pipeline, Policy Decisions, CPS, and EBIS
  • Familiarity with Word and Excel

6. BA in Communications with 6 years of Experience

  • Attention to detail and a high degree of accuracy
  • Strong data entry skills, which include speed and accuracy
  • Ability to navigate multiple Windows-based systems simultaneously
  • Excellent communication skills both verbal and written
  • PC skills, including working knowledge of Microsoft Word and reading and creating Excel spreadsheets
  • Good problem-solving skills and attention to detail with the ability to apply good judgement to situations
  • Ability to prioritize, manage time, and rapidly change focus as determined by business need
  • Ability to work effectively both individually and in a team environment
  • Solid work ethic combined with professionalism and a positive ‘can-do’ attitude
  • Ability to perform within established department goals including quality assurance (QA)
  • Willingness to suggest new ideas, processes and procedures
  • Experience working as a Title Processor/Escrow Assistant
  • Good working knowledge of Microsoft Office applications
  • Detail-oriented, strong organizational skills and the ability to manage multiple actions at once
  • Flexibility to re-prioritize based on the direction of management

7. BA in Marketing with 3 years of Experience

  • Experience with Qualia 
  • Working experience in title examination 
  • Must have strong organizational skills
  • Intermediate MS Office Skills, Excel
  • Excellent multi-tasking and decision-making skills
  • Good written and verbal communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people
  • Possess good analytical and problem-solving skills
  • Able to pay attention to details

8. BS in Data Analytics with 4 years of Experience

  • Previous experience demonstrating the ability to follow multi-step procedures and apply attention to detail
  • Ability to effectively use a computer system and maintain good records
  • Great attention to detail
  • Ability to work in a fast-paced, often-changing environment
  • Excellent time management skills with emphasis on multiple deadlines
  • Strong organizational and time management skills to complete assignments effectively and within structured timelines
  • Strong writing/language and communication skills
  • Must have a keen eye for detail
  • Interest in being involved with community outreach and company culture
  • Understanding of Microsoft Office Suite, Microsoft Office 365 and Google Drive
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