PERSONAL LINES PROCESSOR in Dallas, Texas

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TASK SUMMARY
The Personal Lines Processor is liable for prep work of applications, rating, modifications, account loyalty, creating propositions, assessing service provider quotes and other responsibilities associated with the position. Reports directly to Personal Lines Supervisor along with company principal.
KEY DUTIES
Ready applications for entry to providers
Ready evaluation in connection with submission
Use company software program to set up & & organize data
Evaluate customer details to figure out effective carrier
Study service providers for rates and planning of client proposals
Connect status of problems and involvements involved to Managers
CERTIFICATIONS
Must remember AMS 360
Should remember PL Rater
Need to recognize Endorsement Connect
Should have Texas P&C Certificate
FAVORED CAPABILITIES
5 years personal lines encounter
Intermediate to Advanced Excel skills
Experience in a fully electronic workplace, i.e. a paperless workplace
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