189 - Commercial Lines Processor

Kennebunk, ME 04043, USA Req #300
Thursday, November 18, 2021


Scope of Work

Under the guidance of the Agency Operations & Commercial Lines Manager, the incumbent is responsible for processing and assisting agents with retaining the book of business. In addition, they will work with agents to support cross-selling business and provide customer support to the agent. 
 

Essential Functions (3)

Daily Processing:

  • Responsible for invoicing and reviewing all endorsements, renewals & audits and advising appropriate Commercial Lines Agent (CSA) of any discrepancies
  • Accesses all carrier websites to retrieve necessary documents, policies and/or correspondence
  • Assists with inputting new business applications into carrier rating platforms
  • Performs follow-up on all non-pay cancellation notices and communicates information to appropriate CSA

Agency Support:

  • Provides back-up to the CSA staff including routine policy changes and certificate requests to support the agents

Project Management:

  • May be assigned to various projects such as bulk-letter mailings, renewal of large account certificates, coding clean-up and downloads

Other Duties & Responsibilities:

  • Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
  • Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
  • Consistently emphasizes the importance of teamwork in the department and company at large
  • Responsible for keeping abreast of company news and information
  • Responsible for completing required training and policy review
  • May serve on various committees
  • Willingness to take on additional tasks and duties

Certifications & Licenses:

  • Property & Casualty License – Desired but not required

Desired Knowledge, Skills & Abilities:

  • Proficiency with Insurance Property & Casualty Coverages, Carriers  & Products
  • Displays high level of regard for trust and confidentiality
  • Proficient in Microsoft Office Products and Carrier websites.
  • Displays strong written and verbal communication skills
  • Displays strong organization skills and the ability to multi-task to meet established deadlines
  • Demonstrates a high level of accuracy and attention to detail
  • Effectively uses analytical skills to solve coverage issues as well as identify client needs.
  • Prior knowledge of Insurance Requirements is preferred
  • Ability to adapt to change

Desired Job Experience:

  • Experience in a professional, service focused and fast-paced environment

Desired Education:

  • High school or General Education Diploma

Working Conditions & Minimum Physical Requirements:

  • Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards 
  • Dexterity of hands and fingers to operate a computer and other office equipment
  • Lifting and moving of moderately heavy objects on occasion
  • Normally seated for extended periods of time 
Updated 12/2/21
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

Other details

  • Job Family Insurance
  • Pay Type Hourly
  • Min Hiring Rate $18.42
  • Max Hiring Rate $21.64
  • Travel Required No
  • Required Education High School
Location on Google Maps
  • Kennebunk, ME 04043, USA