Commercial Lines Processor

About the role

In this position, you will process insurance policies and endorsements. Strong computer skills and prior customer service skills are required. Processes renewal policies, including policies downloaded from the carrier, checking for accuracy and updating Agency Management System Processes endorsements, audits, cancellations, etc., including checking for accuracy, billing, and preparing correspondence to insured and/or carrier as needed Creates emails to notify Account Managers/CSA's to follow up on reported policy and account discrepancies; emails include all relevant documentation. Process all mail in a timely manner, ensuring that appropriate activities are closed Pulls renewal policies for Account Managers and place in monthly renewal folder Attend Team meetings and continuing educational classes if necessary Sets priorities, organizes and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities Maintains a professional and effective relationship with co-workers and other business contacts Keeps informed regarding industry information, new product information, and continuously improves knowledge and performance Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals Utilize AI programs for efficiencies Fulfills other duties as assigned Skills and Knowledge: - High School diploma or general education degree (GED). - Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others. - Possesses the ability to perform work in a dependable, consistent, and timely manner. - Demonstrates the ability to follow instructions, respond to management/lead direction, and solicit feedback to improve performance. - Basic knowledge of Insurance product - Leavitt will provide a training course if needed. Have P&C License or obtain within 1 year of hire. - Ability to analyze all situations and solve problems efficiently. Leavitt Group offers; $19-$21/hr DOE Health Insurance Dental and Vision Insurance 401(k) with matching employer contributions. HSA and FSA Paid sick and vacation leave Working Conditions/Needs: High pressured, fast paced environment with significant telephone and personal disruption. Must have an ergonomic desk and chair. Desk large enough for two large monitors and laptop (provided by Leavitt) Quiet space - able to have conversations with clients, carriers, co-workers without background noise (children/animals). Must have highspeed internet connection - 50MB Up and Down or Higher. (Your internet provider will understand these numbers). Direct internet connection (not Wi-Fi) in your workspace. #LI-AH1

Benefits

Additional Information

Position: CLC Processor (Remote) Status: Full Time Supervisor: VP Commercial Lines or Team Lead Exempt Status: Non-Exempt Department: Commercial Lines

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