Job Description

The Commercial Lines Account Processor works to maintain a high level of customer service while assisting Account Manager(s) in servicing and retaining new and established accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Establishes, maintains a professional, positive, and team-oriented relationship with colleagues across the company.
• Adheres to company policies and procedures for workflow and documentation.
• Maintains a professional connection between the Account Manager(s) and within the agency.
• Pulls declaration pages to process all workloads, compare and make detailed notes in policy downloads.
• Review and process renewal and new business downloads using personnel and procedures in place for support.
• Reviews policy change downloads and confirms policy changes have been completed as requested to the carrier.
• Maintain and work the download suspense list daily.
• Communicate with the Account Manager(s) regarding policies or any concerns on the account.
• Responds to daily telephone calls and/or emails regarding policies.
• Keep records of activity documenting file within Epic with details for follow up.
• Assist Account Managers with tasks such as issuing ID cards, sending binders, processing, I&V, Loss Runs, documentation for cancellations, processing mortgagee changes, etc.
• Meet or exceed expectations of job responsibilities.
• Performing other duties as assigned

Requirements

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• No experience required
• State P&C License (or ability to be licensed within 6 months)
• Highschool diploma or equivalent
• Ability to multi-task
• Self-motivated
• Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.