Personal Lines Processor

Personal Lines Processor

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.

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.