Commercial Lines ProcessorPosition Title: Commercial Lines Processor
Hours: Full-time, 40 hours/week
Schedule: 8:00 am โ 5:00 pm (MondayโFriday)
Reports to: Commercial Lines Manager & Operations Manager
We are looking for a detail-oriented and dependable Commercial Lines Processor to join our insurance team. This full-time role supports the Commercial Lines department by ensuring accurate policy processing, documentation, and client communication. If you thrive in a fast-paced environment and enjoy supporting account management operations, weโd love to hear from you.
Position SummaryThe Commercial Lines Processor plays a key role in supporting Account Managers by processing policy changes, endorsements, and renewals. This position ensures accurate documentation and exceptional customer service while maintaining up-to-date records in the agency management system.
Key ResponsibilitiesPolicy Management
- Request and process policy changes; ensure accurate updates in the agency management system.
- Follow up on change requests and confirm receipt of endorsements.
- Verify endorsement accuracy and update records accordingly.
- Process and invoice endorsements; provide documentation to Account Managers.
Documentation & Compliance
- Issue auto ID cards as needed.
- Process past dues, reinstatements, and cancellations promptly.
- Respond to underwriting requests (e.g., updating driver lists).
- Maintain and file customer documents in the agency management system.
- Accurately document all customer interactions and transactions.
- Ensure compliance with agency procedures and industry regulations.
Administrative Support
- Support Account Managers with day-to-day servicing of accounts.
- Perform data entry and quality checks.
- Perform other tasks as assigned by the Management Team to support departmental goals.