Personal Lines Account Assistant/Trainee

JOB SUMMARY

Supports the Account Executive team in the production of new accounts and the retention

of existing accounts. Works closely with Account Executives and Insurance

Processors to service accounts in a team environment. This position

includes training to become a full Account Executive.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Primary Responsibilities:

Support Account Executives team with day to day service needs for clients

Support Account Executives team with marketing for new and renewal coverages

Detailed duties:

Process Certificates and Evidences of Property with Account Executive oversight

Issue Auto ID cards

Add/Remove Lienholders

Maintain accurate client data in agency management system (AMS)

Request/follow up/complete/deliver client change requests from carriers/brokers

Ensure AMS policy, applications, transactions are updated based on changes

Prepare/Follow-up on policy cancellations forms

Notify AE of any cancellations

Request MVRs as directed

Quote and issue premium finance notes as directed by Account Executive

Input data into Epic to create client files and policies

Complete policy checklists as directed by Account Executive

Pull endorsements and policies from carrier websites

Create house/property valuations

Gather Renewal Supplemental applications as directed by Account Executive

SKILLS

Create house/property valuations

Service Orientation

Excellent written and oral communication

Bilingual (English/Spanish) a plus

Excellent time management

Active Listening

Reading Comprehension

Active Learning

Using Mathematics to solve problems

High School diploma or equivalent

Minimum one-year working experience with Administrative tasks using MS Office Outlook, Word, and Excel

Minimum one-year working experience in a team environment