What are the responsibilities and job description for the Personal Lines Insurance Technical Assistant position at A and H Insurance dba Judy Holder Insurance?
We are seeking a dedicated and detail-oriented Personal Lines Insurance Account Technician to join our dynamic team. The ideal candidate will have a strong background in personal lines insurance, excellent customer service skills, and the ability to manage client accounts effectively. This is a licensed position requiring an active insurance license in Arizona. You may either have a license or work to obtain one before your start date.
JOB FUNCTIONS:
- Handle walk-in clients, accept payments and answer telephone calls.
- Assist Account Managers with servicing and maintaining personal lines insurance accounts.
- Handle policy renewals, endorsements, and cancellations with accuracy and efficiency.
- Work directly with clients to review their insurance coverage, address questions, and make recommendations based on their needs.
- Process applications, quotes, and policy changes in accordance with company procedures.
- Ensure all documentation and correspondence are properly recorded and updated in the system.
- Coordinate with underwriters, carriers, and other insurance professionals to resolve issues and provide solutions to clients.
- Maintain up-to-date knowledge of personal lines insurance products, market trends, and state regulations.
- Support new business growth by preparing proposals and assisting in the placement of coverage.
- Monitor deadlines for renewals, audits, and other time-sensitive tasks.
- Provide exemplary customer service by managing client expectations and delivering timely resolutions to inquiries or issues.
REQUIREMENTS:
- Active Insurance License (Property & Casualty) in Arizona is required or willingness to obtain one before your start date.
- Proven experience in personal lines insurance account servicing, insurance sales, or a related field.
- Strong understanding of personal lines insurance products (Auto, Homeowners, Umbrella, etc.).
- Exceptional organizational and time-management skills.
- Excellent verbal and written communication skills.
Job Type: Permanent
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person