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
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