Personal Lines Processor

Cross Insurance•Wakefield, MA

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Processor A Personal Lines Processor is primarily responsible for processing documents related to personal lines insurance and providing administrative support to the Producers and Account Managers. Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.

Requirements

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 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.
Understanding the core job responsibilities of Producers and Account Managers.
Perform other duties as assigned.