About this role
The Cross Family of Agencies welcomes you. We need your talent and expertise.
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 AMS360. • 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 AMS360 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.