Commercial and Personal Lines Insurance Assistant

Client Management and Support

• Input customer applications into the agency management system from the carrier rating applications.
• Assemble application(s), photos, appraisals, etc. to be submitted to the insurance carriers for policy issuance.
• Check new and renewal policies for accuracy in rating, typing and coverages. Ensure that these items are delivered and/or mailed to clients. Advises service representative if premium increase is 15% or higher.
• Monitor renewal process by verifying all policies listed on the expiration list have been renewed, rewritten, etc.
• Issue certificates per information given by the account manager and send the issued certificates. Issue renewal certificates.
• Receive phone calls from clients and companies for certificates of insurance and evidence of property forms and issue according to the agency’s procedures.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Handle carrier interfacing per agency standards.
• Attach and file in AMS.
• Update computer for cancellations, reinstatements. Send out form letters to clients on final cancellations. Input past due notices into activities.
• Follow-up on photo requests, requests for additional information, etc.
• Handle routine correspondence between carriers, agency and insured.

Miscellaneous

• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Distribute faxes and emails sent to the support mailbox/fax line.
• Update AMS with activities or suspense’s.
• Perform special projects at management’s request.

Requirements

• Minimum 5+ years of Commercial and/or Personal Lines experience
• Must have strong organizational skills
• Must have the ability to multi-task, analyze and prioritize information when working with producers, company, and agency personnel.
• Must be a team player

What you will receive

• Excellent benefits
• 11 Paid Holidays
• Bonus opportunity based on location growth
• 16 days of PTO