Account Assistant - Personal Lines

About This Role

This role supports the account team by completing day-to-day administrative tasks and providing exceptional customer service, with a focus on personal lines insurance. Responsibilities include data entry, reviewing policy forms, managing client communications, and processing payments.

Responsibilities

• Accurately update management systems for endorsements
• Manage email and fax correspondence efficiently
• Process policy cancellations and reinstatements effectively
• Prepare proofs 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 affecting performance

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)
• High School diploma (or equivalent)

Qualifications

• High School diploma (or equivalent)

Skills

* Required skills

Benefits