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Commercial Lines Processing Analyst Team Lead

Summary

Leads a team of commercial lines processing analysts, ensuring workflow compliance, auditing activities, and resolving processing/document issues for an insurance agency.

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Commercial Lines Processing Analyst Team Lead

Duties of a Commercial Lines Processing AnalystTeam Leader include but are not limited to:

· Running, distributing, and following up on reports to staff to ensure quality management expectations are met (DL/eDoc reports, activity reports, overdue suspense reports, etc., follow up on completion of unbilled for month/quarter end).

· Running lists to ensure that staff are following the commercial lines workflow expectations (action codes, altering suspense’s, etc.).

· Periodic auditing of direct report activities for compliance w/workflows

· Helps Account Managers resolve issues or concerns related to Processing/document access

· Responsible for the on-boarding/training plan and development of new commercial lines processing staff members.

· Assist with reallocation of processing alpha splits as needed

· Assists management with Workflow Manual updates and training as needed

· Monitors and reports the status of office culture and provides input on ways to improve.

· Works with management to implement any change needed to resolve morale issues.

· Acts as a first point of contact to determine if/when an issue needs to be escalated to a manager.

· Assist w/Planning and execution of informational quarterly commercial lines processing meetings.

· Implementation and follow-up of procedural changes within the department at the direction of Dept Manager.

· Processing of assigned Lg CL accounts

· Responsible for annual performance reviews/semi-annual check-in of direct reports w/input of department manager

· Bi-weekly 1:1’s with direct reports

· Coordinates with Dept Manager to ensure adequate staff coverage at all times

· Responsible, w/input of department manager, for development of direct reports benchmark plans

· Perform other duties as assigned.

See also

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