Commercial Lines Assistant

Cross Insurance • Augusta, ME

6d • $20 - $22

About The Position

A Commercial Lines Assistant Account Manager is primarily responsible for providing administrative support to the Producers and Account Managers.

Requirements

• Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams).
• Understanding the core job responsibilities of Producers and Account Managers.

Responsibilities

• Understanding and following the Cross Basic Procedure Manual.
• Understanding and following the Personal Lines Workflow Manual.
• 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.
• Organize, set, and maintain priorities.

Benefits

• medical
• dental
• vision
• 401(k) with match
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed