Reports to: SVP Commercial Lines Operations Manager
Grade: 103
Supervises: None
Pay Range: $20.20 - $26.00 an hour dependent upon qualifications and experience.
The Commercial Lines Processor will compile, verify accuracy and maintain accurate and timely processing of insurance information in Company and in-house computer database(s). Maintaining complete and accurate company files.
Primary Responsibilities:
Track and organize incoming renewal processing (edocs, hard copies, emails, etc.)
Verify that all processing and renewal verification is handled in a timely fashion.
Review completed & downloaded data for deficiencies or errors.
Resolve deficiencies by using standard procedures or returning incomplete documents to appropriate AM for resolution.
Maintain data entry requirements by following data program techniques and procedures.
Issue Termination letter for accounts when processing policy cancellation for non-payments
Mail or email renewal policies to clients as appropriate
Assist bookkeeping department, as needed, with agency billing or updates to direct bill items.
Any other duties which are required by management
Secondary Responsibilities
1. Contribute to team effort by handling all renewal processing within the required time frame
Qualifications
High School Diploma.
Understanding of insurance work methods and procedures.
Ability to verbally effectively present information to clients, company and agency staff.
Ability to be self-motivated, provide problem-solving capabilities and prioritize multiple tasks.
Commitment to the company’s culture and established service standards.
Ability to deal with and show discretion in confidential matters.
25% availability to travel outside of 25-mile radius and report to any office.
Ability to sit, drive, bend, answer the phone, and perform computer input
Numbers & Facts
Location
Pittsfield, Massachusetts
Skills
Billingunmatched
Bookkeepingunmatched
Customer Retention/Renewalunmatched
Data Entryunmatched
Establish Prioritiesunmatched
High School Diplomaunmatched
Insuranceunmatched
Multitaskingunmatched
Operations Managementunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Programming Methodologiesunmatched
Telephone Skillsunmatched
Time Managementunmatched
Willing to Travelunmatched
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