Insurance Document Processor

3 weeks ago


Newburyport, Massachusetts, United States Cross Insurance Full time

The Cross Insurance team is seeking a skilled Insurance Document Processor to join our team. As a key member of our team, you will be responsible for processing documents related to personal lines insurance and providing administrative support to our Producers and Account Managers.

Key Responsibilities:
  • Auditing transactions to ensure 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.
  • Sorting and distributing 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.
  • Scanning hard files into AMS360.
  • Organizing, setting, and maintaining priorities.
  • Working knowledge and/or experience with AMS360 and Microsoft Office (Word, Outlook, Teams).
  • Understanding the core job responsibilities of Producers and Account Managers.

We are looking for a detail-oriented and organized individual who can provide exceptional administrative support to our team. If you have a passion for insurance and are looking for a challenging role, we encourage you to apply.



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