Position Summary
This position supports the Account Executive with responsibilities related to client management and retention.
Responsibilities
- Assist insurance producers in servicing client needs
- Support Account Manager(s) in effectively managing a high volume of work, ensuring all required tasks are completed accurately and on-time.
- Changes to existing policies in Epic and on carrier site (adding / replacing car, mortgagee change, coverage changes, etc.)
- Handle renewals, service requests, claims, billing and new policies
- Review all applications, policies, endorsements and audits for accuracy · Coordinate expiration list with department manager to obtain renewal business information
- Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Qualifications
- Bachelor’s degree or equivalent work experience, preferred
- Two years minimum Personal Lines account management or support experience required
- Property & Casualty License required, or agreement to obtain within 3-6 months of employment
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
- Applied / Epic or similar agency management software experience, preferred.
- Able to work independently and enjoy a high degree of interaction with team members.
- Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
- The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
- Ability to maintain a professional demeanor and positive attitude
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