Personal Lines Processor

Cross Agency

Understanding cross basic procedure manual
Auditing transaction action codes
Processing download reports daily
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 accuracy in new business and renewals.
  • 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
  • Auditing transaction Action Codes
  • Processing download reports daily
  • Working knowledge of AMS360
  • Microsoft Office proficiency

Nice-to-have

  • Experience with claims acknowledgment
  • Ability to organize priorities
  • Knowledge of producer responsibilities

Key Requirements

  • Working knowledge of AMS360
  • Proficiency in Microsoft Office
  • Understanding of insurance workflows

Work Rights

Not specified

Tailored Resume

Cover Letter