What are the responsibilities and job description for the Commercial Lines Assistant position at Cross Insurance Agency?
Job DescriptionJob Description
Commercial Lines Processing Analyst - Job Description
A Commercial Lines Processing Analyst is primarily responsible for processing documents related to commercial lines insurance and providing administrative support to the Producers and Account Managers.
Standard duties of a Commercial Lines Processor include but are not limited to:
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Commercial Lines Workflow Manual.
- Auditing transaction to ensure that the correct Action Codes are being used.
- Following up and completing open suspense’s daily.
- Running the download reports daily.
- Processing the download report which includes reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy.
- Invoicing all types of download transactions.
- Mailing new business letters to clients.
- Processing mail for Producers and Account Managers that don’t require transactions by a licensed agent.
- Sort and distribute the mail to Producers and/or Account Managers that need to be handled by a licensed agent.
- Auditing new business to make sure workflow has been completed correctly (quote sheets, signed applications, completed checklists, etc.).
- Scanning hard files into AMS360.
- Checking policies for accuracy and ordering changes as needed
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams).
- Understanding the core job responsibilities of Producers and Account Managers.
- Perform other duties as assigned.
Job Types: Full-time, Permanent
Pay: $24.68 - $28.72 per hour
Benefits:
- 401(k)
- 401(k) matching
- Disability insurance
- Tuition reimbursement
Work Location: In person
Salary : $25 - $29
