Account Assistant - Personal Lines

About This Role

This role supports the account team for personal lines by completing day-to-day administrative tasks and providing exceptional customer service. Responsibilities include data entry, policy review, managing client communications and payments, and issuing proofs of insurance.

Responsibilities

• Accurately update management systems by processing endorsements
• Manage email and fax correspondence efficiently
• Manage cancellations and reinstatements effectively for policy changes
• Prepare proof of insurance promptly and accurately
• Monitor Suspense Reports diligently
• Process client payments via various carrier portals
• Download and distribute carrier notifications to appropriate team members
• Provide assistance to team members and department as required
• Maintain frequent and transparent communication with supervisor regarding obstacles and issues
• Champion IOA core values and demonstrate integrity and leadership

Requirements

• Exceptional customer service and communication skills
• Strong multi-tasking and organizational skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School diploma (or equivalent)

Skills

* Required skills

Benefits