Commercial Lines Processing Analyst Team Lead

Cross Insurance • East Providence, RI

1d

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 commercial lines processing team, ensuring quality management, training new staff, and assisting management with various operational and cultural improvements.

Requirements

• Experience in commercial lines processing.
• Leadership or team lead experience.
• Proficiency in running and analyzing reports (DL/eDoc reports, activity reports, overdue suspense reports).
• Understanding of commercial lines workflow expectations, action codes, and suspense management.
• Ability to audit activities for compliance.
• Skills in resolving issues and concerns related to processing and document access.
• Experience in onboarding and training new staff.
• Ability to assist with staff reallocation and workflow manual updates.
• Capability to monitor and report on office culture and implement changes to improve morale.
• Experience acting as a first point of contact for issue escalation.
• Skills in planning and executing meetings.
• Ability to implement and follow up on procedural changes.
• Experience processing large commercial lines accounts.
• Experience conducting performance reviews and check-ins.
• Experience conducting regular one-on-one meetings with direct reports.
• Ability to coordinate 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
• Helps 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.
• Assist with reallocation of processing alpha splits as needed
• Assists management with Workflow Manual updates and training as needed
• Monitors and reports the status of office culture and provides input on ways to improve.
• Works with management to implement any change needed to resolve morale issues.
• Acts as a first point of contact to determine if/when an issue needs to be escalated to a manager.
• Assist w/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
• Bi-weekly 1:1’s with direct reports
• Coordinates with Dept Manager to ensure adequate staff coverage at all times
• Responsible, w/input of department manager, for development of direct reports benchmark plans
• Perform other duties as assigned.

What This Job Offers

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