GENERAL JOB DESCRIPTION SUMMARY:
The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers with rating their new business accounts and other requested tasks. For both new and renewal business, the Personal Lines Assistant Account Manager is responsible for entering application information into carrier websites so that carrier premiums can be compared against each other. The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers, whose job descriptions are found immediately after this one.
EDUCATION, KNOWLEDGE and SKILL QUALIFICATIONS:
· While not necessary for the position, an Ohio Property & Casualty insurance license is a plus
· Basic computer knowledge, including proficiency in both Word and Excel
· High attention to detail
· Strong organization skills of workflow and time management
· Good communications skills with their co-workers
EXPERIENCE REQUIREMENTS:
· Helpful to have Personal Property and Casualty Insurance policies and products knowledge
· Must be able to organize time
PERSONAL and ORGANIZATIONAL REQUIREMENTS:
· Prioritize tasks as they’re assigned to you
· Ability to work independently
EXPECTATIONS of YOU - EMPLOYEE:
· Address requests in a timely fashion
· Communicate in a professional and courteous manner
· Establish relationships and good workflows with underwriters to maximize efficiency
· Be professional, ethical, and honest in all dealings
· Be professional and respectful to all co-workers
EXPECTATIONS from the ADVISORS:
· To treat all clients with mutual respect
· Be aware of timely processing of renewals, quotes, and applications
· Willingness to complete a task on short notice
· Clear and effective communication with the advisor, both verbally and in writing
YOUR EXPECTATIONS of the ADVISORS:
· To provide clear instructions and expectations for requested tasks
· Transparency on the account, client, exposures, and expectations
· Complete submissions with detailed information about the prospect’s operations
TRAVEL REIMBURSEMENTS:
· There is no travel required for this position.
PERSONAL AND CONFIDENTIAL REQUIREMENTS:
· This position holds highly personal & confidential information pertinent to our clients and their staff that should not be shared at any time with anyone other than authorized personnel
· Shredding of these documents required when necessary