Account Assistant - Personal Lines

About This Role

This role supports the account team in personal lines by completing administrative tasks and providing exceptional customer service. Responsibilities include data entry, managing client communications, processing 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; seek, accept, and implement performance coaching
• 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