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Engage Cleveland Logo Engage Cleveland · Insurance

Service Associate II

United States, Richfield · Job Posted April 27, 2026
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Job Description

Participates in examining and processing new insurance policies, renewals, endorsements, and cancellations using various systems. Enters or loads data into appropriate systems and researches and resolves data errors. Generates and distributes policy documents, certificates of insurance, and other related materials. Organizes, prepares, and updates reports. Participates in determining and adjusting billing status as needed. Participates in identifying opportunities to streamline procedures, enhance efficiency, and reduce costs. Performs other duties as assigned.

Job Responsibility

  • Participates in examining and processing new insurance policies, renewals, endorsements, and cancellations using various systems
  • Enters or loads data into appropriate systems and researches and resolves data errors
  • Generates and distributes policy documents, certificates of insurance, and other related materials
  • Organizes, prepares, and updates reports
  • Participates in determining and adjusting billing status as needed
  • Participates in identifying opportunities to streamline procedures, enhance efficiency, and reduce costs
  • Performs other duties as assigned

Requirements

  • High School Diploma (Associate degree preferred)
  • Generally, a minimum of 3 years of experience in insurance operations or customer service
  • Completion of or continuing progress toward a professional designation preferred, such as Property/Casualty Insurance license
  • Working knowledge of local, state, and federal insurance-related policies
  • Strong analytical and organizational abilities with a focus on prioritization
  • Working knowledge of insurance data processing systems
  • Excellent interpersonal and communication skills

What we offer

  • Medical, dental, and vision coverage
  • Wellness plans
  • Parental leave
  • Adoption assistance
  • Tuition reimbursement
  • Paid Time Off and paid holidays
  • 401(k) plan with company match
  • Employee stock purchase plan
  • Commuter benefits
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