Commercial Lines Processor

Commercial Lines Processor

Position Title: Commercial Lines Processor

Hours: Full-time, 40 hours/week

Schedule: 8:00 am – 5:00 pm (Monday–Friday)

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, we’d love to hear from you.

Position Summary

The 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 Responsibilities

Policy 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.