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.