Personal Lines Associate

Job Description

Job Description

Description:

The Personal Lines Associate works to support the Personal Lines Account Manager(s) by delivering excellent customer service, processes transactions according to agency defined workflows, prepares proposals, and builds strong relationships with team members, carrier, clients, and our community.

The essential functions include, but are not limited to the following:

• Establish and maintain a positive team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Screen and answer incoming calls – assist and forward as appropriate.
• Review and process mail using personnel and procedures in place for support. Check incoming faxes and distribute as needed.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements, payments, billing issues.
• Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss runs requests, and other similar transactions.
• Assist Account Managers in their efforts to document client and carrier interactions by attaching files to EPIC and updating activities/notes according to our agency defined workflows.
• Contribute to the enhancement of workflow documentation and process improvement.
• Develop expertise in the EPIC system.
• Respond to requests from team members in a timely and professional manner.
• Expand knowledge of insurance coverages and grow both personally and professionally.
• Communicate quotes to Account Manager(s) regarding costs, consequences, and obligations.
• Act as a gatekeeper of information by escalating requests to Account Manager(s) when necessary. Responding to client or carrier needs, as directed by Account Manager(s) while providing excellent service.
• Provide excellent service to our customers, carriers, and team members.
• Enter quotes into online rating platforms (PL Rater) for Account Manager(s).
• Prepare quote proposals for Account Manager(s) to present to clients.
• Once licensed, cover for Account Manager(s) when they are out of the office.
• Meet or exceed expectations of job responsibilities.
• Performing other duties as assigned.

• Prior experience in related field preferred, but not required.
• Highschool diploma or equivalent
• Obtain state P&C licensing within 90 days of employment.
• Organized, ability to multitask, and time management skills
• Self-motivated
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Outlook).
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.