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 for clients and policies, reviewing policy forms, managing client communications and payments, and issuing proofs of insurance.

Responsibilities

• Process Endorsements: Accurately update management systems as required
• Correspondence Management: Manage email and fax correspondence efficiently
• Policy Changes: Manage cancellations and reinstatements effectively
• Proofs of Insurance: Prepare proof of insurance promptly and accurately
• Report Monitoring: Monitor Suspense Reports diligently
• Payment Processing: Process client payments via various carrier portals
• Notification Distribution: Download and distribute carrier notifications to appropriate team members
• Team Assistance: Provide assistance to team members and department as required
• Communication: Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations
• 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