Insurance Processor

Lamb is the leading commercial insurance broker dedicated to non-profits and social services organizations nationwide. Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Lamb has been recognized as one of the best places to and we are proud of our culture!

The Insurance Processor (also called the Operations Technical Support Associate) executes foundational operational workflows across the policy lifecycle within Applied EPIC. This role supports the Service organization by processing new business, renewals, endorsements, audits, cancellations, reinstatements, certificates, carrier document intake, and billing transactions for accounts within defined revenue bands.

Working in a high-volume, detail-driven environment, the Operations Technical Support Associate ensures data integrity and consistent workflow execution while partnering closely with Service teams under established standards.

Operation Technical Support Associate may include individuals new to commercial insurance as well as experienced insurance professionals who are new to the Operations (OTech) function and workflow standards. The role focuses on developing proficiency in EPIC data integrity, documentation standards, billing fundamentals, and structured workflow execution.

Performance in this role is measured by accuracy (quality of work), production tracker, adherence to turnaround Service Level Agreements (SLAs), and achievement of volume goals within revenue bands.

Primary Responsibilities

• Process new business, renewals, endorsements, audits, cancellations, and reinstatements for accounts.
• Support direct bill and all agency bill types of billing structures ; as assigned.
• Maintainaccuratepolicy records, documentation, and activities in Applied EPICin accordance withOTechstandards.
• Review carrier-issued policies, invoices, and notices to ensureaccurateandtimelydata entry.
• Issue Certificates of Insurance, Evidence of Property (EOPs), and Auto  using CSR
  24 and EPIC.
• Follow established documentation standards, naming conventions, and attachment protocols ("EPIC is the file").
• Enter Daily work on a Production Tracker
• Participate in workflow documentation updates and operational enablement initiatives as assigned.
• Meet established quality & production standards,maintaining high levelsof data accuracy and documentation integrity.
• Adhere to defined turnaround SLAs for assigned workflows.
• Achieve assigned volume goals for all accounts assigned to work.

Qualifications

• Commercial insurance experience is not required; prior insurance experience may be considered for candidates transitioning into Operations.
• Strong technical aptitude and ability to learn Applied EPIC and internal workflow systems.
• Ability to follow structured processes andmaintainhigh data accuracy.

Preferred Soft Skills

• Strong attention to detail and commitment to data integrity.
• Organized and dependable.
• Ability to work within defined guidelines and escape appropriately.
• Collaborative, team-oriented mindset.
• Strong time management and personal accountability.

Performance Expectations

• Accuracy (Quality):
  Data integrity, documentation compliance, and low error rates.
• Turnaround Service Level Agreements (SLAs):
  Timely completion of assigned workflows within established service standards.
• Volume (Capacity):
  Ability to meet production expectations
• Production:
  Ability to meet or exceed production expectations

Lamb is a proud Equal Opportunity Employer. Lamb is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All…