Personal Lines Assistant Account Manager

SUMMARY:

Personal Lines Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions which include processing policies and changes, invoicing, completing forms and mailing to the customer, and assuring that correct information is input into the automation system to achieve the quality and service standards developed by the agency.

ESSENTIAL FUNCTIONS:

• Provide prompt, courteous, knowledgeable service to customers and prospects
• Process new policies, renewals, endorsements, binders, evidence of property insurance, SVC cards, and invoice all transactions per instructions from the Account Manager. Process change confirmations
• The process confirmed cancellations
• Assist with follow-up on claims
• Support the department with computer and word processing skills, including the uploading of policies and changes
• Maintain client files on computer systems
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Refer current and prospective clients to Employee Benefits and Commercial Departments for solicitation of those lines of business and assist in profiling the Personal Insurance book of business for marketing purposes. Keep producers informed on important activities on their accounts
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Self-Starter organized and display good communication skills, both verbal and written
• Team player and willing to find accommodating solutions for our customers, carriers, and agencies
• Should have knowledge or ability to develop a thorough understanding of personal insurance underwriting and coverages
• Ability to understand written and oral communications and interpret abstract information
• Prior automation/computer experience skills or ability to develop skills to effectively utilize the Agency Management systems

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ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• Property and Casualty license or willingness and ability to obtain
• CISR designation is desirable

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally