Processor

Job Title: Processor – Data Entry, Documentation & Research
Department: Wholesure Processing
Reports To: Team Lead – Operations Support

Position Summary

The Processor is responsible for accurately entering, documenting, and researching insurance account data to support policy issuance, endorsements, and carrier compliance across Wholesure’s portfolio. This role requires meticulous attention to detail, adherence to established SOPs, and a strong sense of urgency to meet service timelines and maintain data integrity in partnership with agency and underwriting teams.

Key Responsibilities

Data Entry & Documentation

• Input new and renewal insurance submissions, endorsements, and cancellations into the policy management system accurately and completely.

• Ensure all file documentation is scanned, labeled, and filed in accordance with company SOPs.

• Track and log all entries for audit compliance and visibility.

Research & Resolution

• Investigate missing or conflicting data elements by cross-referencing carrier portals, internal systems, and agency communications.

• Escalate unresolved issues appropriately and follow up to ensure timely resolution.

• Perform gap reviews of policy files to verify accuracy of coverage, endorsements, and payment details.

Task Management & Timeliness

• Prioritize and manage multiple assignments in a fast-paced environment while meeting turnaround expectations.

• Monitor assigned tasks and update status daily within the workflow management system.

Process Adherence & Quality

• Follow all departmental SOPs to ensure consistent processing standards.

• Participate in routine audits and quality reviews; take corrective actions as needed.

• Identify opportunities for improvement and suggest workflow or system enhancements.

Collaboration & Communication

• Communicate effectively with underwriting support, agency partners, and team leads to clarify missing information or correct discrepancies.

• Participate in team meetings and trainings to stay informed on procedural updates and system changes.

Qualifications

Education: High school diploma or equivalent; associate degree or coursework in Business, Insurance, or related field preferred.

Experience:

• 1–2 years in a data entry, administrative, or insurance processing role. Prior experience in a high-volume insurance or underwriting support environment preferred.

Technical Skills:

• Proficiency with Microsoft Office (Excel, Outlook, Word).

• Experience using insurance management systems (e.g., ImageRight, Workday, or similar platforms) is a plus.

Core Competencies:

• Strong attention to detail and organizational skills.

• Ability to work independently and follow written procedures.

• Excellent written and verbal communication.

• Problem-solving mindset with a focus on accuracy and efficiency.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.