Personal Lines Processor

Personal Lines Processor

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

• Understand and follow the Cross Basic Procedure Manual.
• Understand and follow the Personal Lines Workflow Manual.
• Audit transactions to ensure that the correct Action Codes are being used.
• Follow up and complete open suspense’s daily.
• Run the download reports daily.
• Process the download report, reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy.
• Invoice all types of download transactions.
• Mail new business letters to clients.
• Enter claims acknowledgements as received.
• Follow up on open claims to ensure AMS has all updated information regarding claims payouts and whether the claim has been closed.
• Process 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.
• Audit new business to ensure workflow has been completed correctly (quote sheets, signed applications, completed checklists, etc.).
• Scan hard files into AMS
  360.
• Organize, set, and maintain priorities.
• Work with AMS
  360 and Microsoft Office (Word, Outlook, Teams).
• Understand the core job responsibilities of Producers and Account Managers.
• Perform other duties as assigned.

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.