Commercial Lines Processing Analyst

Cross Insurance•East Providence, RI

9d•$22 - $25•Onsite

About The Position

The Commercial Lines Processor is primarily responsible for processing documents related to commercial lines insurance and providing administrative support to the Producers and Account Managers.

Requirements

Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.

Nice To Haves

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

Responsibilities

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.
Reception duties as may be required
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.
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.
Checking policies for accuracy and ordering policy changes as directed by the account managers
Organize, set, and maintain priorities.
Understanding the core job responsibilities of Producers and Account Managers.
Perform other duties as assigned.