Insurance Lines Processor
2 weeks ago
**Job Summary**
At United Insurance, we're seeking a highly motivated Insurance Lines Processor to join our team. As an Insurance Lines Processor, you will play a crucial role in maintaining a high level of customer service and assisting Account Managers in servicing and retaining established accounts.
Key Responsibilities:
- Maintain a professional connection between the Account Manager and the agency.
- Pull declaration pages to process all workload, compare, and make detailed notes in policy downloads.
- Review and process renewal downloads using established personnel and procedures for support.
- Review policy change downloads and confirm policy changes have been completed as requested to the carrier.
- Communicate with the Account Manager regarding policies or any concerns on the account.
- Respond to daily telephone calls and/or emails regarding policies. Keep records of activity documenting file with details for follow-up.
Requirements:
- Ability to multitask.
- Self-motivated.
- Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
- Excellent oral and written communication skills.
- Excellent customer relationship skills.
- Positive, friendly, and professional attitude.
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