Commercial Lines Advanced Processor

Policies and Procedures

• Request and process policy changes;
• Ensure accurate updates in the agency management system.
• Follow up on change requests and confirm receipt of endorsements.
• Verify endorsement accuracy and update records accordingly.
• Process and invoice endorsements;
• Provide documentation to Account Managers.

Documentation and Compliance

• Issue auto ID cards as needed.
• Process past dues, reinstatements, and cancellations promptly.
• Respond to underwriting requests (e.g., updating driver lists).
• Maintain and file customer documents in the agency management system.
• Accurately document all customer interactions and transactions.
• Ensure compliance with agency procedures and industry regulations.

Administrative Support

• Support Account Managers with day-to-day servicing of accounts.
• Perform data entry and quality checks.
• Perform other tasks as assigned by the Management Team to support departmental goals.