Commercial Lines Assistant

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

Benefits offered by this job

Medical, dental, vision

401(k) with match

Paid time off

Job summary

Cross Insurance is seeking a Commercial Lines Assistant Account Manager to provide essential administrative support to our Producers and Account Managers in Augusta, ME. The role focuses on ensuring accurate processing of downloads, endorsements, renewals, and cancellations while upholding client communications.

Candidates should be proficient with AMS360 and Microsoft Office, capable of auditing transactions, and organized to manage multiple priorities in a fast-paced insurance office

Qualifications

• Experience with AMS360 and Microsoft Office suites.
• Ability to audit transactions and follow procedural checklists.
• Strong organizational skills and attention to detail.

Responsibilities

• Provide administrative support to Producers and Account Managers.
• Audit transactions to ensure correct Action Codes.
• Process download reports, endorsements, renewals, cancellations, and reinstatements for accuracy.
• Invoice download transactions and mail new business letters to clients.
• Enter claims acknowledgements and follow up on open claims.
• Scan hard files into AMS360 and organize/document workflows.

Skills

AMS360 knowledge

Microsoft Office

Administrative skills

Attention to detail

Tools

AMS360

Microsoft Word

Microsoft Outlook

Microsoft Teams

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. Standard duties of a Commercial Lines Assistant Account Manager include but are not limited to:

• 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.

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

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.