Personal Lines Processor

NORTH CAROLINA LOCATIONS
 
System Search, Inc. is recruiting for a Personal Lines Processor in North Carolina Locations including:

 
• Charlotte, NC

 
The Processor is responsible for providing support to the Client Advisor in processing of work. Processors are a second line of defense in checking that items have been issued as requested.
 
Position Summary:

 
• Processes new business, renewal and rewrite policies and prepares invoices, when applicable
• Processes all endorsements and prepares invoices, when applicable
• Processes cancellations (including sending LPR’s) and reinstatements and prepares invoices, when applicable
• Follows up on all outstanding items from the insurance carrier
• Monitors PRTeam email
• Communicates renewal alerts and works with Client Advisor to identify the reason for the increase and how to react to the increase
• Processes ID cards, FS1’s, Evidence of Property, and DL-123’s
• Prepares company form letters and mails correspondence to customer
• Processes all returned mail
• Interact, communicate and collaborate with staff; sharing information and time as needed to support business objectives
• Remains current and in compliance with the Private Client Associate Service Standards (see attached)
• Adheres to all policies and procedures
• Assists or completes other tasks as directed by the Client Advisor and/or Practice Leader

 
Qualifications & Experience:

 
• Must complete the NC Insurance Agent’s licensing requirements within the first three months of employment and must maintain and hold this license while in this role
• Minimum high school graduate. College Degree and/or industry designations preferred