Insurance Lines Processor

2 weeks ago


Presque Isle, Maine, United States United Insurance Full time

**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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