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Personal Lines Processor

$20 - $25 per hour

Cross Insurance

Personal Lines Processor

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

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.

Compensation: The base salary range for this role is $20$25 hourly. Actual compensation will be based on factors including location, skills, experience, and internal equity.

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.

Cross Insurance
Vacancy posted 4 days ago
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