Commercial Lines Processing Analyst Team Lead

Woodrow Cross•East Providence, RI

About The Position

The Cross Family of Agencies is seeking a talented and experienced Commercial Lines Processing Analyst Team Lead to join their team. This role involves overseeing the quality management and workflow adherence of the commercial lines processing team, training new staff, and acting as a liaison between staff and management. The ideal candidate will be responsible for ensuring departmental efficiency, compliance, and a positive office culture.

Requirements

Experience in commercial lines processing.
Ability to run and interpret various reports (DL/eDoc, activity, overdue suspense).
Understanding of commercial lines workflow expectations.
Experience in auditing activities for compliance.
Skills in resolving processing and document access issues.
Experience in onboarding and training new staff.
Ability to assist with workflow manual updates and training.
Experience in monitoring and improving office culture.
Ability to act as a first point of contact for issue escalation.
Experience in planning and executing meetings.
Ability to implement procedural changes.
Experience in processing large commercial lines accounts.
Experience in conducting performance reviews and check-ins.
Experience in conducting regular one-on-one meetings with direct reports.
Ability to ensure adequate staff coverage.
Experience in developing benchmark plans for direct reports.

Responsibilities

Running, distributing, and following up on reports to staff to ensure quality management expectations are met (DL/eDoc reports, activity reports, overdue suspense reports, etc., follow up on completion of unbilled for month/quarter end).
Running lists to ensure that staff are following the commercial lines workflow expectations (action codes, altering suspense’s, etc.).
Periodic auditing of direct report activities for compliance w/workflows.
Helping Account Managers resolve issues or concerns related to Processing/document access.
Responsible for the on-boarding/training plan and development of new commercial lines processing staff members.
Assisting with reallocation of processing alpha splits as needed.
Assisting management with Workflow Manual updates and training as needed.
Monitoring and reporting the status of office culture and providing input on ways to improve.
Working with management to implement any change needed to resolve morale issues.
Acting as a first point of contact to determine if/when an issue needs to be escalated to a manager.
Assisting with planning and execution of informational quarterly commercial lines processing meetings.
Implementation and follow-up of procedural changes within the department at the direction of Dept Manager.
Processing of assigned Lg CL accounts.
Responsible for annual performance reviews/semi-annual check-in of direct reports w/input of department manager.
Conducting bi-weekly 1:1’s with direct reports.
Coordinating with Dept Manager to ensure adequate staff coverage at all times.
Responsible, w/input of department manager, for development of direct reports benchmark plans.
Performing other duties as assigned.