Personal Lines Assistant

Responsibilities Enter customer, prospects into EPIC including, contact information, attachments, and activities, as necessary. Adhere to the PL workflow for new business, endorsements, and cancellation activities, including attachment ‘proper naming convention’. Process endorsements, New Business and Excess Lines policies as requested. Enter quotes and marketing as needed. Endorsements include new vehicle transactions from dealers/leasing agents, mortgage requests and certain coverages changes. All changes and new business requests will be requested by the AE accordingly. I will train on the EPIC system and companies as needed. Knowledge of PL insurance is a plus. Knowledge of company websites and specific coverage is a plus but will be trained. Assist in answering the phones and taking billing calls as needed. This also includes assisting customers with billing related issues. Processing faxes and emails relating to bank and company requests for information or changes. CC AE with all correspondence accordingly. Check and follow up with expiration list and request renewals from wholesalers accordingly. Check daily log as well and assist with transactions accordingly working with the AE directly. Hybrid- 3 days in the office #J-18808-Ljbffr The James Allen Companies Inc