COMMERCIAL LINES ASSISTANT

Job Description

Job Description

Description :

Commercial Lines Assistant provides support to Account Management Team while adhering to all company standards, procedures, and processes.

Requirements :

ESSENTIAL AREAS OF RESPONSIBILITY

At the direction of an Account Manager :

• Process both premium and non-premium bearing endorsements
• Follow-up on notices of cancellation and process notices of non-renewal
• Issues certificates, evidence of insurance, Auto ID Cards
• Follow up for receipt of policies and prepares and requests binder extensions, when required
• Handles actions items assigned
• Compare policies received to applications in management system, quote, and review proposals for accuracy.
• List any discrepancies found and forward to Account Manager for final review and disposition of discrepancies found.
• Assistant Account Manager may update the applications and process corrections needed at the direction of the Account Manager.
• Forward policy(s) to client via email or post
• Obtain loss runs for renewal and prepare loss summaries (when required)
• Request updated drivers list, property schedules, certificate holder lists, etc.
• Prepares finance agreements as directed
• Prepares Proposals, Letters, Excel Spreadsheets, and Insurance Summaries
• Data Entry for prospects and ongoing maintenance of management system
• Back up Account Manager when Account Manager is out of the office
• Prioritize and organize work to meet deadlines
• All other related duties as assigned.

POSITION REQUIREMENTS

Education / Certification / Experience :

Skills / Knowledge / Abilities :

Problem Solving :