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Commercial Lines Processing Analyst

Woodrow Cross

East Providence, Rhode Island

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JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Auditing, Billing, Establish Priorities, Insurance, Insurance Sales, Mail Processing, Microsoft Office, Microsoft Outlook, Microsoft Word, Sales Management, Telephone Skills
LOCATION
East Providence, Rhode Island
POSTED
5 days ago

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Commercial Lines Processor

A Commercial Lines Processor is primarily responsible for processing documents related to commercial lines insurance and providing administrative support to the Producers and Account Managers.

Standard duties of a Commercial Lines Processor include but are not limited to:

  • Understanding and following the Cross Basic Procedure Manual.
  • Understanding and following the Commercial Lines Workflow Manual.
  • Issuing certificates and EPIs
  • Auditing transactions 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.
  • Assisting service team with gathering information to complete applications
  • Reviewing insurance company quotations
  • Online quoting with various insurance companies
  • Checking policies for accuracy and ordering policy changes as directed by the account managers
  • Provide backup support to Reception including answering phones, greeting clients, separating mail, scanning CL mail
  • Organize, set, and maintain priorities.
  • Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.
  • Understanding the core job responsibilities of Producers and Account Managers.
  • Perform other duties as assigned.

About the Company

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Woodrow Cross