Commercial Lines Processor

Job Summary

Looking for a detail-oriented and organized Commercial Lines Processor to join a growing team. This role provides integral support to the Account Managers, ensuring the smooth processing of policies and client documentation.

Responsibilities

• Assist Account Managers with daily policy processing tasks
• Serve as a backup receptionist, directing phone calls as needed
• Email and mail policies, endorsements, and Auto ID cards to clients
• Process Certificates of Insurance promptly and accurately
• Request corrections from carriers as necessary
• Maintain accurate and organized client files in the agency management system
• Monitor and follow up on pending documents from carriers and clients
• Scan and upload incoming documents into client files

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) License required
• Experience: 1-2 years of relevant experience preferred
• Software Proficiency: Familiarity with Applied EPIC is highly desirable
• Soft Skills:
  • Strong organizational skills
  • Attention to detail
  • Ability to manage multiple tasks efficiently
  • Excellent communication and interpersonal skills
  • A proactive and team-oriented mindset

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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