Position Summary
The Processing Lead is responsible for overseeing policy processing operations, underwriting and policy audits, surplus lines tax support, and regulatory training coordination. This role serves as the day-to-day lead for the processing team, ensuring accuracy, efficiency, and compliance with company, carrier, and regulatory requirements. The Processing Lead partners closely with the Processing Team Manager, Underwriting, and Operations to maintain audit readiness, implement process improvements, and support smooth daily operations.
Key Responsibilities
Processing Team Leadership & Workflow Management
- Lead the daily workflow of the processing team to ensure timely, accurate completion of tasks.
- Monitor production, accuracy, and compliance across processing functions.
- Allocate staff and adjust workflows based on volume and business priorities.
- Mentor and support team members, encouraging growth and accountability.
- Serve as the primary escalation point for processing-related issues.
Policy & Underwriting Audit Processing
- Process audit results for individual policies and underwriting files.
- Identify discrepancies and coordinate resolutions with underwriting and operations teams.
- Support corrective actions and process improvements based on audit findings.
- Maintain documentation to support internal and external audit readiness.
Training & Development
- Assist in developing, updating, and maintaining training materials related to carrier compliance requirements, audit readiness, and regulatory obligations
- Coordinate and help facilitate annual and ongoing staff training.
- Reinforce consistent application of compliance standards across the processing team.
Process Documentation & Improvement
- Create, document, and maintain standard operating procedures (SOPs) for processing functions.
- Analyze workflow data to identify trends, inefficiencies, and improvement opportunities.
- Forecast workload needs and recommend adjustments to staffing or processes.
- Track the effectiveness of implemented changes and make ongoing refinements.
Qualifications & Skills
- Strong organizational and project management skills.
- Working knowledge of insurance policy terms, state regulations, and E&S / surplus lines filing requirements is a plus.
- Excellent written and verbal communication skills with strong documentation ability.
- High level of integrity, discretion, and attention to detail.
- Proficiency in Microsoft Excel, Word, Outlook, and collaboration tools such as Slack.
- Ability to analyze data and support operational decision-making.
- Demonstrated ability to lead, mentor, and coordinate team efforts.
Successful Traits
Supportive leader | Detail-driven problem-solver | Calm under pressure | Process-minded | Clear communicator | Coach at heart
SSIU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status.
