Commercial Lines Processing & Support Specialist

Berry Insurance•Franklin, MA

11d•$40,000 - $50,000•Hybrid

About The Position

Join Team Berry Insurance! At Berry Insurance, we’re energetic, innovative, and yes, fun. We care deeply about our clients, our teammates, and our community. If you’re an organized, detail-oriented, and proactive individual who enjoys supporting others and keeping things running smoothly, you might be the perfect fit for our Commercial Lines Processing & Support Specialist role. As a Commercial Lines Processing & Support Specialist, you will provide accurate, timely, and efficient processing and administrative support to our Commercial Lines team. Your primary focus will be processing policy transactions, maintaining accurate client and policy records, preparing certificates and other insurance documentation, and supporting our Commercial Lines Client Success Managers (CSM’s) with the day-to-day servicing of their accounts. This role is a great fit for someone who enjoys working behind the scenes to keep things organized and moving forward, while also having opportunities to assist with client service needs. You’ll works closely with CSM’s producers, carriers, and clients to ensure that transactions are completed accurately, efficiently, and on time.

Requirements

1-3 years of commercial insurance agency experience preferred
Active Massachusetts Property & Casualty license (required)
Experience with Applied EPIC is a plus
Strong organizational, time-management, and follow through skills with exceptional attention to detail and accuracy
A proactive, adaptable, and team-oriented mindset
Commitment to accountability, integrity, and delivering an exceptional client experience

Responsibilities

Process endorsements, cancellations, policy transactions, and other service requests accurately and efficiently
Review policies, endorsements, audits, and other documentation for accuracy, identifying discrepancies and coordinating with CSMs and carriers to resolve issues
Maintain accurate client and policy information, activities, attachments, and documentation withing the agency management system
Follow up with carriers on outstanding, delayed, or incorrect policy documents and transactions through resolution
Process and deliver policies, endorsements, audits, and other policy documents according to agency procedures and established timeframes
Maintain compliance with agency workflows, documentation standards, and carrier requirements
Prepare and issue certificates of insurance (COIs) accurately and promptly based on applicable policy coverage and documentation
Review certificate requests and identify requests that require additional coverage, endorsements, carrier approval, CSM review, etc.
Communicate with clients, certificate holders, carriers, and CSMs to obtain information and complete certificate requests
Prepare and deliver binders, evidence of insurance, and other related insurance documentation
Provide day-to-day processing and serving support to CSMs based on department workload and agency needs
Assist clients with routine billing inquiries, claims, endorsement requests, non-pay notices, cancellations, and other service needs
Respond to client communications promptly and professionally, documenting interactions and activities in the agency management system
Provide backup support for CSMs during periods of high volume, absences, or staffing needs
Direct coverage questions, policy interpretation, and complex service matters to the appropriate CSM or producer
Collaborate with CSMs, producers, and other team members to prioritize processing and service needs based on urgency, workload, and client needs.
Support office operations, including answering phones and assisting with general client inquiries when needed.
Build and maintain positive working relationships with carrier representatives and agency personnel
Identify workflow issues and contribute ideas to improve processing efficiency and the overall client experience
Participate in training and professional development to continue building technical and industry knowledge.