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.

#LI-AH1