Personal Lines Assistant Account Manager

Objective:

The primary function of a Personal Lines Assistant is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests. Daily job functions will also include special projects from Account Managers and/or Producers as they arise.

 

Responsibilities Include, But Not Limited To:

• Processing Evidences & Certificates of Insurance.
• Claim Reporting and/or Follow up.
• NOC Processing – Non-Renewals/Non-Pay.
• Endorsement Processing.
• Invoicing – as assigned.
• Billing Questions.
• Obtain MVR/CLUE Reports.
• Attaching Correspondence in EPIC (Agency Management System).
• Back-up for Personal Lines Assistant/CSR.
• Manual Renewal Processing.
• LPR Processing.
• Pulling Policies & Auto ID Cards.
• Email/Phone Correspondence with Clients – as directed.
• Un-routed Attachments.
• Prepare Spreadsheets, Letters & Mailings – as directed.
• Scanning Duties – including photocopying and faxing as directed.
• Input New Prospects/Clients Information – as directed.
• Processing PL Carrier docs – as applicable.
• Special Projects and other duties – as assigned.

 

Requirements:

• Education – High School graduate/GED required.
• Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint.
• Experience working in an office & team environment is preferred. Insurance industry a plus.
• Must be organized and able to manage time effectively, to meet deadlines.
• Must communicate effectively – spoken and written. Maintain effective communication in all forms, including email.
• Must work well in a team-based environment – collaborate with peers and able to take direction from supervisors.
• Must embody the Heffernan Habits as referenced herein.

 

Compensation:

The salary range for this position is $50,000 to $55,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers 

 

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

 

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and connected, we all will do a better job for our clients.
• Answer The Phone (And Email) – Be available and responsive to clients and colleagues.
• Be Humble And Own It – We all make mistakes – what’s important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve.  
• Celebrate And Value Our Differences – We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect.  

 

Working Conditions:

• Work environment is indoors, sitting at a desk for extended periods of time.
• Daily use of computers, printers, and other common office equipment.
• This position may require flexibility to work hours outside of a regular schedule.