Personal Lines Technical Assistant

How You Will Contribute

• Enter endorsement items into the Agency Management System.
• Verify for accuracy and bill all endorsements received from carriers.
• Follow up on overdue items.
• Process all requests for vehicle changes; issue ID cards accordingly; issue binders for leased vehicle requests; issue forms and follow up.
• Data entry of all applicable underwriting information, correspondence or all other client/carrier pertinent information into the profit center management system as required.
• Aid other support staff and producers with any service-related matters.
• Keep Personal Lines Leader apprised of any service issues or problems.
• Verify new policies for accuracy according to the policy checklist, bill policy accordingly, and mail the policy to the insured.
• Transpose all pertinent data from new and renewal policies into the agency management system and verify accuracy of info.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
• Attend meetings as required by the Profit Center Leader or Personal Lines Leader.
• Pursues a course of personal, professional development.

Requirements

• High school diploma or equivalent.
• Proficient with MS Office Suite.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• Exceptional telephone demeanor.
• Willingness to obtain Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).

Skills & Experience

• To Be Successful: High school diploma or equivalent.
• Proficient with MS Office Suite.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
• Exceptional telephone demeanor.
• Willingness to obtain Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).

Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Additional Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Pay Range

Pay Range: $24 - $26 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.