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.

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