Commercial Lines Assistant

Cross Insurance; Augusta (GA); 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 administrative support to Producers and Account Managers. You will handle AMS360 data, process downloads, endorsements, renewals, and invoicing, and ensure accuracy in workflow documentation.

This role requires strong Microsoft Office skills, meticulous attention to detail, and the ability to organize priorities in a fast-paced insurance office environment in the United States.

Qualifications

• Experience with AMS360 and Microsoft Office.
• Ability to follow established procedures and workflows.
• Strong organizational and administrative skills.

Responsibilities

• Provide administrative support to Producers and Account Managers.
• Process download reports, new business, endorsements, renewals and cancellations for accuracy.
• Invoicing of download transactions and mailing client communications.
• Maintain files, organize priorities and assist with claims acknowledgments as needed.

Skills

Attention to detail

Time management

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.

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