Commercial Lines Processing Analyst
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. This role involves understanding and following established procedure and workflow manuals, issuing certificates and EPIs, auditing transactions, and managing daily reports. The position also includes handling reception duties, following up on open items, processing mail, and ensuring the accuracy of new business documentation. A key aspect of the role is scanning hard files into AMS360 and verifying policy accuracy. The ideal candidate will have a working knowledge of AMS360 and Microsoft Office, though training will be provided. Understanding the core job responsibilities of Producers and Account Managers is also important. This is a full-time position with a salary range of $22-$25 per hour.
Requirements
- Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.
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.
Benefits
- medical
- dental
- vision
- 401(k) with match
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
