194 - Personal Lines Processor I

Kennebunk, ME 04043, USA Req #323
Wednesday, December 8, 2021


Scope of Work

Under the direct guidance of the Personal Lines Processing Team Leader, the incumbent will provide administrative support for the insurance agency and may also provide back-up support to the Personal Lines Agents with service requests.


Essential Functions (3)

  • Administrative Support:
    • Answers phone calls for the agency and transfers them to appropriate parties
    • Responsible for opening/sorting agency mail and sending to agents for review or response
    • Processes client payments for agents
  • Agency Account Maintenance:
    • Processes routine policy changes (endorsements)
    • Responds to billing inquiries automotive ID card requests and other transactional items for agents
    • Mails carrier requested questionnaires to clients, sets up suspense’s and ensures completed questionnaires are returned to the carriers in a timely fashion
    • Enters and follows-up on non-pay cancelations and communicates to the applicable agent
    • Assists with billing of renewal policies and policy changes
  • Provides Claims Assistance to Agents:
    • Enters claim acknowledgements, statuses and payment information

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
  • Assists clients on a one-on-one basis

Certifications & Licenses:

  • Property & Casualty License – desired but no required

Desired Knowledge, Skills & Abilities:

  • Learn agency management system and become proficient in navigating carrier websites
  • Displays high level of regard for trust and confidentiality
  • Proficient in Microsoft Office Products
  • 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 technical, as well as, non-technical problems
  • Prior knowledge of regulations within the financial services industry 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

  • Ability to work from home (WFH) 20-40% of the time
  • 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 11/30/2021
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