Demo

Commercial Lines Processing Analyst

Cross Insurance
Portland, ME Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 5/8/2025
The Cross Family of Agencies welcomes you. We need your talent and expertise.
  • 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
  • Understanding and following the Cross Basic Procedure Manual
  • Understanding and following the Commercial 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
  • 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
  • Checking policies for accuracy and ordering changes as needed
  • Organize, set, and maintain priorities
  • Understanding the core job responsibilities of Producers and Account Managers
  • Perform other duties as assigned

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