Commercial Lines Assistant

Description:

The Commercial Lines Account Assistant works to support the Commercial Lines Account Mangers by delivering excellent customer service, processes transactions according to agency defined workflows, prepares summaries, reports, proposals, and builds strong relationships with team members, carrier, clients, and our community.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Act as a gatekeeper of information and requests for our Insurance Clients, escalating to Account Managers when necessary, or responding directly to client needs
• 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.
• Assist Account Executives in their sales efforts by preparing summaries and proposals.
• Contribute to the enhancement of workflow documentation and process improvement.
• Develop expertise in the EPIC agency management system.
• Proficient utilizing desktop applications such as MS Office (Excel, Word, Exchange).
• Respond to requests from carriers, clients, and team members in a timely and professional manner.
• Expand knowledge of insurance coverages and grow both personally and professionally.
• Provide excellent service to our customers, carriers, and team members.
• Communicate quotes to customers regarding policies, costs, consequences, and obligations.
• Keep records of client activity documenting file with details for follow up.
• Work with Accounting Department regarding insureds’ billing and account current.
• Performing other duties as assigned.

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 accommodations 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 hear. 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.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Requirements:

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• Prior experience in related field preferred.
• Receive/Maintain appropriate agent licensing within 90-days of employment.
• Ability to multitask
• Self-motivated
• Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
• Excellent oral and written communication skills
• Excellent customer relationship skills
• Positive, friendly, and professional attitude