Account Assistant - Personal Lines

About This Role

This Account Assistant role provides administrative support for a personal lines account team, focusing on data entry, policy management, and client communication. The position ensures accuracy and efficiency in daily operations under direct supervision.

Responsibilities

• Process endorsements and accurately update management systems
• Manage email and fax correspondence efficiently
• Manage cancellations and reinstatements of policies 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
• Seek, accept, and implement performance coaching

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