Personal Lines Processor

Woodrow Cross•Newburyport, 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. Standard duties of a Personal Lines Processor include but are not limited to : 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. Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams). Understanding the core job responsibilities of Producers and Account Managers. Perform other duties as assigned. DISCLAIMER : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Requirements

Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams)

Responsibilities

Processing documents related to personal lines insurance
Providing administrative support to the Producers and Account Managers
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