Personal Lines Assistant

Responsibilities

• Log-in to the Agency Management System.
• Pick up and service calls that are presented to you in a timely, efficient and accurate manner.
• Complete Vehicle Change Request for all dealer calls, confirm purchase with insured, prepare ID cards and binder as requested and forward to dealer and insured.
• Upload change to appropriate company create activity for follow-up.
• Process payment calls from insured by confirming with the carrier the policy is in good standing. Upload payment on carrier website. Forward receipt from carrier website to customer to confirm proper handling.
• Document all transactions in Agency Management system.
• Pull new business, renewal, endorsement and cancellation declarations from the company websites in conjunction with the Business Support Team.
• Process non-pay and reinstatements according to Procedure.
• Complete CARCO inspections, notify insurance company and update Agency Management System.
• Ensure Manufacturers Statement of Origin (MSO) and Bill of Sale (BOS) are received, notify insurance company and update Agency Management System.
• Contact dealerships when MSO and BOS are not received. Upload electronic checks and sweep payments to company website.
• Print and forward duplicate ID cards or declaration pages to insured.
• Review and refer cancelled policy information to Client Advisors per agency guidelines.
• Mail new business policy and/or letter to insured (depending on if policy is received).
• Complete Lienholder & Mortgage changes as requested by Lending Institution.
• Manually process and invoice policy changes and renewals received from insurance company.
• Follow-up on pending activities/tasks until marked complete.
• Aid with New business support activities including but not limited to scan and attach completed Personal Lines applications to imaging.
• Task out to Client Advisors renewal increases that exceed Agency threshold.
• Participate in seminars and classes for skills and knowledge development.
• Perform other duties as required.

Qualifications

• High School Diploma or Equivalent.
• All applicants must be 18 years of age or older.
• Professional Certifications/Licenses: Property & Casualty Agents/Brokers License.
• Preferred: Maintain Agent/Broker License through continuing education.

Other Job Information

• Hrs: 40 hours/week.
• Cmp: Commensurate with experience plus potential for annual merit increase.
• Benefits: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements

• While performing the duties of this job, the employee may be required to stand, walk or sit.
• Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear.
• The employee may occasionally be required to lift and or move up to 25 pounds.
• Specific vision abilities required by this job include close vision, and the ability to focus.

Job Information

• Min: USD $17.50/Hr.
• Max: USD $23.82/Hr.