Processor, Commercial Lines - Small Business

Position Purpose

Regularly and customarily exercises discretionary authority in the course of fulfilling job responsibilities.

Essential Functions
• Handle administrative duties behind insurance policy new business, renewals & remarketed policies
• Perform quality assurance reviews of insurance new, renewal & remarketed policies and TAM, to ensure all questions have been answered follow up on all corrections until complete
• Process change requests/endorsements/audits-follow up on all corrections until complete
• Follow system procedures relating to documentation, perpetuation of information and prevention of errors and omissions
• Follow up on lapsed insurance policies and update all TAM requirements-advise CSA of status
• Process NonContract Bonds
• Issue Certificates of Insurance
• Process & follow up on Workers Compensation Dividends
• Process & follow up on change requests/endorsements, verifying accuracy

Required Skills and Abilities
• Strong written communication skills
• Ability to compose clear, concise and professional letters and emails
• Current knowledge of insurance industry trends/coverages
• High level of organizational skill and ability to prioritize and multi-task
• Ability to safeguard, protect and respect confidential client, carrier and Schwarz Insurance Agency information.
• Maintains a positive and professional demeanor

License, Education and Experience Requirements
• Hold and maintain valid Wisconsin Property & Casualty Insurance License
• Experience with TAM preferred

Position Type and Expected Hours:
This is a full-time position working 37.5 hours per week. Days and hours of work are Monday through Friday, 8:30 am - 5:00 pm with a 1 hour lunch break.

Physical Requirements:
This is primarily a sedentary role, however, the job does require the ability to lift files and binders on occasion and bend and stand as necessary.

Schwarz Insurance offers a wide range of employee benefit options including:
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k
• Paid Time Off
• Paid Holidays
• Casual Work Environment


To apply please send a resume and cover letter to Ashley Schulenburg via email or mail to:

Schwarz Insurance
Attn: Ashley Schulenburg
1420 North Ridge Dr.
Prairie du Sac, WI 53578