Commercial Lines Assistant

LEI Cross Financial Corp; Augusta (ME); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with match

Paid time off

Job summary

Cross Insurance in Augusta, Maine is seeking a Commercial Lines Assistant Account Manager to provide essential administrative support to Producers and Account Managers. You will handle tasks like auditing, processing downloads, invoicing, and mailings while maintaining files and workflows in AMS360.

The role requires proficiency with Microsoft Office and a solid understanding of the insurance process. This on-site position includes a comprehensive benefits package and competitive hourly

Qualifications

• Experience with insurance administrative tasks.
• Familiarity with AMS360 and claim workflow is beneficial.
• Proficient in Microsoft Office applications.
• Ability to work under supervision with licensed agents.

Responsibilities

• Audit transactions to confirm correct Action Codes.
• Process download reports and review new business, endorsements, renewals.
• Prepare invoices for download transactions and mail new business letters.
• Enter claims acknowledgements and follow up on open claims.
• Scan hard files into AMS360 and organize priorities.
• Maintain workflow with Producers and Account Managers.

Skills

Administrative support

Attention to detail

Prioritization

Communication

Tools

AMS360

Microsoft Office

Job description

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

A Commercial Lines Assistant Account Manager is primarily responsible for providing administrative support to the Producers and Account Managers.

Responsibilities

• Understanding and following the Cross Basic Procedure Manual.
• Understanding and following the Personal Lines Workflow Manual.
• Auditing transaction to ensure that the correct Action Codes are being used.
• Following up and completing open suspense's daily.
• Running the download reports daily.
• Processing the download report which includes reviewing new business, endorsements, renewals, cancellations, and reinstatements for accuracy.
• Invoicing all types of download transactions.
• Mailing new business letters to clients.
• Entering claims acknowledgements as received.
• Following up on open claims to ensure that AMS has all updated information regarding claims payouts and whether the claim has been closed.
• Processing mail for Producers and Account Managers that don't require transactions by a licensed agent.
• Sort and distribute the mail to Producers and/or Account Managers that need to be handled by a licensed agent.
• Auditing new business to make sure workflow has been completed correctly (quote sheets, signed applications, completed checklists, etc.).
• Scanning hard files into AMS360.
• Organize, set, and maintain priorities.
• Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams).
• Understanding the core job responsibilities of Producers and Account Managers.

Compensation

The hourly range for this role is $20-$22 per hour.

Actual compensation will be based on factors including location, skills, experience, and internal equity.

Benefits

Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

About Us

Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we've grown rapidly over the past 65 years.

We've still held on to our core values of integrity, hard work, and dedication, and are still privately held.

Our offices inspire a culture of community by supporting causes they stand behind.

From fundraising for local food banks, to volunteering at after school programs, we're proud of the many ways our offices find to give back.

Initiatives vary from branch to branch to better serve the individual communities they are located in.