Commercial Lines Processor

Mountain West Insurance & Financial Services•Craig, CO

2d•Onsite

About The Position

As a Commercial Lines Processor, you will ensure the precision of policies and endorsements for commercial accounts through thorough verification. Methodically process received client information to maintain up-to-date and accurate client files. Collaborate with the Account Executive to deliver support in the servicing of client accounts.

Requirements

Strong organizational and time management skills, demonstrating the ability to prioritize tasks effectively.
Commitment to seeing work projects through to completion.
Self-motivated individual with keen attention to detail.
Capable of working collaboratively in a team environment as well as independently.
Self-directed and proactive in approach.
Possesses strong reasoning skills.
Pays meticulous attention to detail and accuracy.
Ability to analyze and interpret complex and abstract situations.
Effective communication skills, both verbal and written, in a clear and concise manner.
Upholds honesty, integrity, professionalism, and respect.
Acquire an insurance license within the initial 12 months of employment, consistent with the State Department of Insurance where the employee is based.
Proficiency in utilizing a desktop or laptop computer, calculator, agency management system, and all Microsoft products, including but not limited to Word, Excel, and Outlook, is essential.

Nice To Haves

Prior insurance experience is desirable.

Responsibilities

Review and efficiently process new and renewal policies by entering information into EPIC.
Review and process endorsements received from various carriers, ensuring change requests are entered in EPIC.
Request changes from carriers for any incorrect endorsements.
Send a second request to carriers for change requests not processed by the follow-up date.
Receive and accurately process all daily mail by updating EPIC in a timely manner, following official agency workflows.
Demonstrate teamwork when collaborating with Account Executives and other agency employees.
Attend meetings, training sessions, and classes within the Commercial Lines department as requested by management or required for maintaining State of Colorado licensing and designations.
Prepare and send insured letters associated with processed documents.
Perform additional functions as assigned by management.