Commercial Lines Assistant

A Commercial Lines Processor is primarily responsible for providing administrative support to management and other staff members of Cross Insurance - Coastal Region relative to the Commercial Lines Department

Standard duties of a Commercial Lines Assistant include but are not limited to:

• Provide general administrative and project-related support to Regional Leadership team for Commercial Lines Insurance
• Draft general correspondence, memos, charts, tables, graphs, business plans and other documents necessary for analyzing and promoting business goals. Responsible for accuracy and clarity of final copy.
• Understanding and following the Commercial Lines Workflow Manual.
• Processing and auditing transactions to ensure correct workflows are being used.
• Following up and completing assigned responsibilities on schedule.
• Running various reports and ensuring accuracy of the reports, distributing to leadership/team members as needed.
• Assisting service team with gathering information to complete applications
• Reviewing insurance company quotations
• Online quoting with various insurance companies
• Checking policies for accuracy and ordering policy changes as directed by the account managers

• Organize, set, and maintain priorities.
• Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.

• Understanding the core job responsibilities of Producers and Account Managers.
• Perform other duties as assigned.

Required Qualifications:

• Working towards or holding a Bachelor's Degree or greater in Business Administration, Marketing or related field.
• Exceptional verbal and written communication skills
• Proficiency in Microsoft Office 365 Suite, particularly Excel, Outlook, Teams, Word, PowerPoint and AdobePro. Experience with Power BI is helpful but not necessary
• Strong organizational skills

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.