Career Search

Personal Lines Processor

System Search, Inc. is recruiting for a Personal Lines Processor in North Carolina Locations including:


    • Charlotte, NC

    The Processor is responsible for providing support to the Client Advisor in processing of work. Processors are a second line of defense in checking that items have been issued as requested.
    Position Summary:


    • Processes new business, renewal and rewrite policies and prepares invoices, when applicable
    • Processes all endorsements and prepares invoices, when applicable
    • Processes cancellations (including sending LPR’s) and reinstatements and prepares invoices, when applicable
    • Follows up on all outstanding items from the insurance carrier
    • Monitors PRTeam email
    • Communicates renewal alerts and works with Client Advisor to identify the reason for the increase and how to react to the increase
    • Processes ID cards, FS1’s, Evidence of Property, and DL-123’s
    • Prepares company form letters and mails correspondence to customer
    • Processes all returned mail
    • Interact, communicate and collaborate with staff; sharing information and time as needed to support business objectives
    • Remains current and in compliance with the Private Client Associate Service Standards (see attached)
    • Adheres to all policies and procedures
    • Assists or completes other tasks as directed by the Client Advisor and/or Practice Leader

    Qualifications & Experience:


    • Must complete the NC Insurance Agent’s licensing requirements within the first three months of employment and must maintain and hold this license while in this role
    • Minimum high school graduate. College Degree and/or industry designations preferred