Personal Lines Account Associate

The Account Associate is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  1. Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
  • Applications
  • billing
  • policies
  • certificates of insurance
  • endorsements
  • invoices
  • proposals for new and renewal accounts
  • change request
  • endorsements
  • audits
  • annual reviews
  • cancellations
  1. Prepares invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required

  2. Reviews and processes change requests in the agency management system

  3. Sets- up and maintains new and renewal client files

  4. Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer

  5. Provides quality customer service to clients, team members, and carriers

  6. Reviews policies and endorsements for completeness and accuracy

  7. Prepares policies for delivery to clients

  8. Communicates with company personnel regarding the client's needs and/or issues

  9. Maintains an accurate suspense system on all items that require a response

  10. Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

  11. Maintains complete customer files

  12. Responsible for scanning communications and documents

  13. Input/maintain data on account management system and ancillary systems as required

  14. Provide mailroom and switchboard support, when needed

  15. Other reasonable duties as assigned by your supervisor

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Work experience requirements:

  1. At least two years experience in an Independent Agency environment

  2. Exceptional customer service skills

  3. Excellent organizational, interpersonal, communication skills

  4. Proven ability of working in a successful team environment

  5. Strong data entry skills

  6. Ability to exercise independent judgment

  7. Proficient in Microsoft Word, Excel, Outlook, and internet utilization

  8. Applied Agency Management System experience preferred but not required

Education requirements:

High School Diploma required; Associates degree preferred

Licensing or certification Requirements:

Texas General Lines - Property and Casualty Agents License

PHYSICAL DEMANDS:

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS:

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

  • LI-HI-EC

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