Personal Lines Assistant

Job Description

Job Description

This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Parental Leave

Disability Insurance

Life Insurance

• New, Renewal, Endorsement, and Audit
• Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
• In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
• If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
• Assist the Account Manager on special projects/mail outs/submissions as needed or requested

• High School Education mandatory with college degree preferred.
• Ability to learn Property and Casualty insurance in a fast paced environment.
• Ability to work with computer technology including use of Word and Excel or other relevant programs.
• Ability to operate computers and general office equipment
• Aptitude for accuracy and attention to detail.
• Organizational and Time Management skills to prioritize workloads and meet deadlines.
• Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
• Requirement of obtaining insurance license within 6 months to 1 year.