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Commercial Lines Assistant (CLA)- H
Commercial Lines Assistant (CLA)- HCross Insurance • Wakefield, MA, US
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Commercial Lines Assistant (CLA)- H

Commercial Lines Assistant (CLA)- H

Cross Insurance • Wakefield, MA, US
30+ days ago
Job type
  • Full-time
Job description

Commercial Lines Assistant

The Cross Family of Agencies welcomes you. We need your talent and expertise.

A Commercial Lines Processor is primarily responsible for providing administrative support to management and other staff members of Cross Insurance - Coastal Region relative to the Commercial Lines Department.

Standard duties of a Commercial Lines Assistant include :

  • Provide general administrative and project-related support to Regional Leadership team for Commercial Lines Insurance
  • Draft general correspondence, memos, charts, tables, graphs, business plans and other documents necessary for analyzing and promoting business goals. Responsible for accuracy and clarity of final copy.
  • Understanding and following the Commercial Lines Workflow Manual.
  • Processing and auditing transactions to ensure correct workflows are being used.
  • Following up and completing assigned responsibilities on schedule.
  • Running various reports and ensuring accuracy of the reports, distributing to leadership / team members as needed.
  • Assisting service team with gathering information to complete applications
  • Reviewing insurance company quotations
  • Online quoting with various insurance companies
  • Checking policies for accuracy and ordering policy changes as directed by the account managers

Organize, set, and maintain priorities.

  • Working knowledge and / or experience with AMS360 and Microsoft Office (Word, Outlook, Teams) preferred but will train.
  • Understanding the core job responsibilities of Producers and Account Managers.
  • Perform other duties as assigned.
  • Required Qualifications :

  • Working towards or holding a Bachelor's Degree or greater in Business Administration, Marketing or related field.
  • Exceptional verbal and written communication skills
  • Proficiency in Microsoft Office 365 Suite, particularly Excel, Outlook, Teams, Word, PowerPoint and AdobePro. Experience with Power BI is helpful but not necessary
  • Strong organizational skills
  • DISCLAIMER :

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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    Commercial Lines Assistant • Wakefield, MA, US