Commercial Lines Processor

Position: CLC Processor (Remote)

Status: Full Time

Supervisor: VP Commercial Lines or Team Lead

Exempt Status: Non-Exempt

Department: Commercial Lines

Description:

In this position, you will process insurance policies and endorsements. Strong computer skills and prior customer service skills are required.

• Processes renewal policies, including policies downloaded from the carrier, checking for accuracy and updating Agency Management System

• Processes endorsements, audits, cancellations, etc., including checking for accuracy, billing, and preparing correspondence to insured and/or carrier as needed

• Creates emails to notify Account Managers/CSA’s to follow up on reported policy and account discrepancies; emails include all relevant documentation.

• Process all mail in a timely manner, ensuring that appropriate activities are closed

• Pulls renewal policies for Account Managers and place in monthly renewal folder

• Attend Team meetings and continuing educational classes if necessary

• Sets priorities, organizes and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities

• Maintains a professional and effective relationship with co-workers and other business contacts

• Keeps informed regarding industry information, new product information, and continuously improves knowledge and performance

• Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals

• Utilize AI programs for efficiencies

• Fulfills other duties as assigned

Skills and Knowledge:

• High School diploma or general education degree (GED).

• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.

• Possesses the ability to perform work in a dependable, consistent, and timely manner.

• Demonstrates the ability to follow instructions, respond to management/lead direction, and solicit feedback to improve performance.

• Basic knowledge of Insurance product – Leavitt will provide a training course if needed. Have P&C License or obtain within 1 year of hire.

• Ability to analyze all situations and solve problems efficiently.

Leavitt Group offers;

• $19-$21/hr DOE

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and FSA

• Paid sick and vacation leave

Working Conditions/Needs:

• High pressured, fast paced environment with significant telephone and personal disruption.

• Must have an ergonomic desk and chair. Desk large enough for two large monitors and laptop (provided by Leavitt)

• Quiet space – able to have conversations with clients, carriers, co-workers without background noise (children/animals).

• Must have highspeed internet connection – 50MB Up and Down or Higher. (Your internet provider will understand these numbers).

• Direct internet connection (not Wi-Fi) in your workspace.

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