As a Data Processing and Accounting Staff, I managed accurate data entry, validation, and reconciliation of financial and insurance records using Applied Epic. I processed Direct Bill and Agency Bill commissions, supported Personal Lines and Commercial Lines, and handled policy renewals, endorsements, and policy checking. I also processed insurance claims, including claim notification and submission, and issued Certificates of Insurance (COI). I generated reports, maintained data accuracy, and coordinated with carriers and internal teams while meeting strict deadlines.
Duties and Responsibilities:
• Reconciled Direct Bill commissions and balanced commission statements
• Processed insurance claims, including claim notification and submission of completed claim forms
• Issued Certificates of Insurance (COI) and proof of insurance
• Supported Personal Lines and Commercial Lines insurance workflows
• Maintained high accuracy across client, policy, and financial records
• Processed policy renewals, endorsements, and updates
• Performed policy checking and ensured accuracy of coverage details
• Generated reports, transaction summaries, and financial documentation
• Entered and managed data in Applied Epic and related systems
• Coordinated with carriers, underwriters, agents, and clients
• Assisted in remarketing and requoting renewal policies
• Managed document retrieval, including declaration pages and attachments
• Applied debits and credits and supported commission reconciliation processes
• Delivered training support, conducted team huddles, and assisted with onboarding
