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.
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.
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
