Liberty Bank & Trust Co · 2 weeks ago
Property & Casualty (P&C) Insurance Processor
New Orleans, LA
Full-time
Hybrid
Entry Level
$21.50/hr - $23.50/hr
1+ years expLiberty Bank & Trust Co is seeking a Personal Lines Insurance Processor to manage new and renewal personal insurance business while delivering exceptional customer service. The role involves maintaining accurate recordkeeping, quoting and writing new business, and supporting client retention efforts.
BankingFinanceFinancial ServicesLending
Hiring Manager
Jennifer Steptoe
Responsibilities
Review daily carrier reports, monitor policy status, and resolve discrepancies to ensure continuous and accurate coverage
Serve as the primary liaison with clients, mortgage companies, and carriers to coordinate documents, payments, and policy updates
Prepare and send renewal quotes and invoices, process client payments, and maintain accurate bookkeeping records
Assist clients with coverage options, basic claims inquiries, and quote comparisons while providing responsive customer service
Maintain organized records, support office operations, and contribute to process improvements and team initiatives
Qualification
Required
Associate degree or equivalent education, or one to three years of related experience/training in sales, insurance, or customer service
Active Property & Casualty Agent's license with commitment to maintaining continuing education requirements
Proficiency in Microsoft Office with applied knowledge of TAMS Policy Management System and insurance quoting websites preferred
Ability to travel, as needed, to support client relationships, sales initiatives, or business requirements
Benefits
Comprehensive Medical, Dental, Vision, and Life Insurance
Solid Work/Life Balance, including PTO and paid holidays
Financial wellness, including an FSA, 401K and match
Educational Reimbursement
Family assistance, including Adoption Assistance, EAP/Health and Welfare Assistance
Growth opportunities, including Leadership Development
Substantial perks, including Online Marketplace discounts on a variety of goods and services, ERG/ Ambassador Group
Free and reduced-rate bank services
Company
Liberty Bank & Trust Co
Founded in 1972 in New Orleans, Louisiana, Liberty Bank and Trust has grown to become the largest Black-owned financial institution in the United States, with assets exceeding $1 billion and branches across 11 states.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6.2MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $6.2M
Leadership Team
Alden McDonald
CEO
Recent News
2025-12-09
Company data provided by crunchbase