Commercial Lines Processing Analyst

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 AMS
  360.
• 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 AMS
  360 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.