Personal Lines Processor
About The Position
The Cross Family of Agencies is seeking a talented and expert Personal Lines Processor. This role is primarily responsible for processing documents related to personal lines insurance and providing administrative support to the Producers and Account Managers. The position requires understanding and following specific procedure and workflow manuals, auditing transactions, managing open suspense items, and processing daily download reports. Key tasks include reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy, invoicing, mailing new business letters, and entering/following up on claims acknowledgements. The processor will also handle mail, audit new business documentation, and scan hard files into AMS360. Organization and prioritization are essential. A working knowledge of AMS360 and Microsoft Office (Word, Outlook, Teams) is required, along with an understanding of the core job responsibilities of Producers and Account Managers. Other duties may be assigned.
Requirements
- Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams).
- Understanding the core job responsibilities of Producers and Account Managers.
Responsibilities
- Understanding and following the Cross Basic Procedure Manual.
- Understanding and following the Personal Lines Workflow Manual.
- Auditing transaction to ensure that the correct Action Codes are being used.
- 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.
- Entering claims acknowledgements as received.
- Following up on open claims to ensure that AMS has all updated information regarding claims payouts and whether the claim has been closed.
- 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.
- Organize, set, and maintain priorities.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
