Personal Lines Service Assistant

Job Summary:

The main role of a Personal Lines Service Assistant is to support Account Managers and Producers with clerical tasks related to account servicing. Under the guidance of an Account Manager or Producer, these administrative duties include working with insurance carriers to process endorsements, retrieve policy coverage details, and handle other related service requests. Daily responsibilities may also involve completing special projects assigned by Account Managers or Producers as they come up.

Responsibilities Include:

• Processing Evidences & Certificates of Insurance.
• Claim Reporting and/or Follow-up.
• NOC Processing – Non-Renewals/Non-Pay.
• Endorsement Processing.
• Invoicing – as assigned.
• Billing Questions.
• Obtain MVR/CLUE Reports.
• Attaching Correspondence in Agency Management System.
• Manual Renewal Processing.
• LPR Processing.
• Pulling Policies & Auto ID Cards.
• Email/Phone Correspondence with Clients – as directed.
• Un-routed Attachments.
• Prepare Spreadsheets, letters, and mailings as directed.
• Scanning Duties – including photocopying and faxing as directed.
• Input New Prospects/Clients Information – as directed.
• Processing PL Carrier docs – as applicable.
• Special Projects and other duties – as assigned.

Requirements:

• Education – High School graduate/GED required.
• Working knowledge of Microsoft Office – particularly Outlook, Word, Excel & PowerPoint.
• Experience working in an office & team environment is preferred. Industry experience is preferred but not required.
• Must be organized and capable of managing time effectively to meet deadlines.
• Must communicate effectively, both in spoken and written forms. Maintain effective communication in all forms, including email.
• Must work well in a team-based environment – collaborate with peers and be able to take direction from supervisors.
• Other key competencies include flexibility, adaptability, attention to detail, and being a self-starter.

Compensation:

The annual base salary range for this position is $40,000 to $55,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. 

Working Conditions:

• Work environment is indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.

Salary : $40,000 - $55,000