What are the responsibilities and job description for the Commercial Lines Processing Analyst position at Cross Insurance?
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Commercial Lines Processor
A Commercial Lines Processor 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.
- Issuing certificates and EPIs
- Auditing transactions 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.
- Entering claims acknowledgements as received.
- Following up on open claims to ensure that AMS has all updated information regarding claims payouts and whether the claim has been closed.
- 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.
- Assisting service team with gathering information to complete applications
- Reviewing insurance company quotations
- Online quoting with various insurance companies
- Checking policies for accuracy and ordering policy changes as directed by the account managers
- Provide backup support to Reception including answering phones, greeting clients, separating mail, scanning CL mail
- Organize, set, and maintain priorities.
- Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.
- Understanding the core job responsibilities of Producers and Account Managers.
- Perform other duties as assigned.