Personal Lines Processor

Crossagency

Understanding cross basic procedure manual
Following personal lines workflow manual
Auditing transaction action codes accuracy
The role involves processing documents related to personal lines insurance and providing administrative support to Producers and Account Managers

Job Summary

  • The role involves processing documents related to personal lines insurance and providing administrative support to Producers and Account Managers.
  • Responsibilities include auditing transactions for correct Action Codes, running daily download reports, and ensuring workflow completion for new business.
  • Candidates must possess working knowledge or experience with AMS360 and Microsoft Office applications including Word, Outlook, and Teams.

Matching Summary

The role involves processing documents related to personal lines insurance and providing administrative support to Producers and Account Managers.

Skills & Requirements

Must-have

  • Understanding Cross Basic Procedure Manual
  • Following Personal Lines Workflow Manual
  • Auditing transaction Action Codes accuracy
  • Processing download reports daily
  • Working knowledge of AMS360 software

Nice-to-have

  • Experience with Microsoft Office suite
  • Ability to organize and set priorities
  • Understanding producer responsibilities

Key Requirements

  • Working knowledge of AMS360
  • Proficiency in Microsoft Office tools

Work Rights

Not specified

Tailored Resume

Cover Letter