Personal Lines Assistant

Job Description

Job Description

Description :

Estimated salary shown is AI generated through Indeed. Pay is based on experience and will be discussed during the interview process.

The Personal Lines Account Assistant works to support the Personal Lines Account Managers by delivering excellent customer service, processes transactions according to agency defined workflows, prepares summaries, reports, proposals, and builds strong relationships with team members, carrier, clients, and our community.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following :

• Greet clients and visitors.
• Screen and answer incoming calls assist and forward as appropriate.
• Review and process mail using personnel and procedures in place for support. Check incoming faxes and distribute as needed.
• Respond to daily telephone calls and requests for : ID cards, Binder, BOR, cancellations and reinstatements, payments, billing issues.
• Process in / out deposits, enter in QuickBooks and reconcile monthly bank statement.
• Process daily cash receipts and deposits. Track petty cash and requests for reimbursement.
• Act as a gatekeeper of information and requests for our Insurance Clients, escalating to Account Managers when necessary, or responding directly to client needs.
• Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss runs requests, and other similar transactions.
• Assist Account Managers in their efforts to document client and carrier interactions by attaching files to EPIC and updating activities / notes according to our agency defined workflows.
• Contribute to the enhancement of workflow documentation and process improvement.
• Develop expertise in the EPIC agency management system.
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange).
• Respond to requests from carriers, clients, and team members in a timely and professional manner.
• Expand knowledge of insurance coverages and grow both personally and professionally.
• Provide excellent service to our customers, carriers, and team members.
• Communicate quotes to customers regarding policies, costs, consequences, and obligations.
• Keep records of client activity documenting file with details for follow up.
• Work with Accounting Department regarding insureds’ billing and account current.
• Performing other duties as assigned.

Requirements :

• Prior experience in related field preferred.
• Receive / Maintain appropriate agent licensing within 90-days of employment.
• Organized, ability to multitask, and time management skills
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude
30+ days ago