Insurance Processor

Overview :

First Foundation Insurance Inc. is seeking a detailoriented and efficient Insurance Processor to manage policy transactions billing reconciliation and document processing. This role ensures the accuracy of agencybilled and directbilled policies using our Broker Management System (SIG). The ideal candidate is organized thrives on accuracy and enjoys working in a fastpaced processdriven environment.

Location : Remote or InOffice (Flexible)

Job Type : PartTime / Contract

Could be combined with a bookkeeper role for the right candidate. See the Bookkeeping Role posting for more information.

Key Responsibilities :

Process daily Electronic Data Interchange (EDI) transactions and reconcile reports.

Handle policy transactions including renewals cancelations and changes.

Perform billing reconciliation for agency and directbilled policies.

Maintain accurate records in the Broker Management System (SIG).

Manage agency bill statement processing and ensure timely payment distribution.

Ensure policy documents are properly attached and labeled.

Work closely with brokers and underwriters to verify policy details and resolve discrepancies.

Requirements

Experience in insurance processing administrative support or accountingrelated roles.

Familiarity with Broker Management Systems (SIG preferred but not required).

Strong attention to detail and ability to manage multiple tasks efficiently.

Proficiency in Microsoft Office and document management systems.

Ability to work independently and meet deadlines.

Preferred Qualifications :

Experience processing agency bill and direct bill transactions.

Knowledge of insurance policy documentation and reconciliation.

Benefits

More About Us

What Keeps Us Going Our Mission : OWN. GROW. PROTECT.

How We Do It : Our Values : Leadership. Honesty. Consistency. Choice. Commitment.

We re locally owned and operated Independent Brokerage. Modern Office.

Full suite of financial products and services : Mortgages. Financial. Insurance. One Stop Shop.

Strong online and offline reputation with the Awards and Testimonials to back it up!

Competitive compensation packages which include :

Competitive base salary plus commercial commissions

Excellent Health & Dental benefit packages including Health & Wellness Spending Accounts and Group Employee Mortgage benefits

Flex Time in addition to Competitive Vacation packages

Companywide Employee Discounts

Referral and CrossReferral Bonuses and Commissions

Continuing Education Reimbursement

First Foundation Insurance Inc. is seeking a detail-oriented and efficient Insurance Processor to manage policy transactions, billing reconciliation, and document processing. This role ensures the accuracy of agency-billed and direct-billed policies using our Broker Management System (SIG). The ideal candidate is organized, thrives on accuracy, and enjoys working in a fast-paced, process-driven environment.

Education

Post-secondary in Accounting or HR preferred

Key Skills

Loan Processing,Typing,Data Entry,Customer Service,Organizational skills,Basic Math,Computer Skills,Fraud,Microsoft Outlook,10 Key Calculator,Fair Housing Regulations,Food Processing

Employment Type : Full Time

Experience : 2-4 years

Vacancy : 1