Personal Lines Service Admin (Hybrid)

About Strategic Insurance Services, A Division of Patriot Growth Insurance Services: Strategic Insurance Services trademarked mission is “We help families and businesses Prepare, Protect and Recover from life’s unexpected events. Move Forward. With Confidence.” This drives us each day to serve our clients to provide commercial and personal lines insurance products that provide the most valuable combination of tailored coverage, quality service and competitive pricing. We operate as a team and strive to meet our core values of Striving for Excellence, Integrity Matters, and Service is the Key in everything we do.

Position Overview: The Personal Lines Service Admin is designed to streamline operations, optimize communication channels, and provide essential support to the Personal Lines Team. This position involves maintaining and updating the Agency Management System, managing client interactions, processing various administrative tasks, and ensuring timely and accurate service delivery.

Work Arrangement: This is a full-time, hybrid position that supports our office in Pinellas Park, FL.

Professional Responsibilities:

• Issue Certificates of Insurance within one business day of the request.
• Process mortgage/lienholder changes and policy reinstatements.
• Answer incoming phone calls to assist with client inquiries.
• Manage and process incoming emails, ensuring timely and accurate responses.
• Maintain and update the Agency Management System by correcting and updating client account information and documenting actions taken.
• Process client payments and manage billing accounts, including payment orders to lenders.
• Track and process returned mail for clients.
• Handle policy cancellations, endorsements, reinstatements, and AORs, updating reasons in Agency Management System.
• Assign policy remarkets to Account Managers, as necessary.
• Process and follow up on underwriting memos from carriers.
• Assist in the coordination of cross-sale opportunities for Producers.
• Attend team meetings to discuss workflow, updates, and team objectives.
• Provide backup support for team members during absences.
• Occasionally assist with the training of new hires in the same role.
• When assigned, assist the Team Lead, Supervisor, or Management Team with other projects and tasks.

Qualifications and Requirements:

• 440 license or 2044/220 if remote with 3 years continuous PL agency experience
• Prior experience in an administrative support function.
• High School Diploma/GED
• Experience working at a Property and Casualty Insurance agency, preferably in a position in a Personal Lines Department.