Commercial Lines Assistant

Woodrow Cross • Augusta, ME

5d

About The Position

The Commercial Lines Assistant Account Manager is primarily responsible for providing administrative support to Producers and Account Managers. This role involves understanding and following established procedure and workflow manuals, auditing transactions for accuracy, managing open items, processing reports, and handling client communications and claims information.

Requirements

• Working knowledge and/or experience with AMS360.
• Working knowledge and/or experience with Microsoft Office (Word, Outlook, Teams).

Responsibilities

• Provide administrative support to Producers and Account Managers.
• Understand and follow the Cross Basic Procedure Manual.
• Understand and follow the Personal Lines Workflow Manual.
• Audit transactions to ensure correct Action Codes are used.
• Follow up and complete open suspense items daily.
• Run download reports daily.
• Process download reports, including reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy.
• Invoice all types of download transactions.
• Mail new business letters to clients.
• Enter claims acknowledgements as received.
• Follow up on open claims to ensure AMS has updated information regarding payouts and closure status.
• Process mail for Producers and Account Managers that does not require a licensed agent.
• Sort and distribute mail to Producers and/or Account Managers that requires handling by a licensed agent.
• Audit new business to ensure workflow completion (quote sheets, signed applications, completed checklists, etc.).
• Scan hard files into AMS360.
• Organize, set, and maintain priorities.
• Understand the core job responsibilities of Producers and Account Managers.

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