The Personal Lines Account Assistant (AA) is the backbone and the foundation of the personal lines department.
The AA works closely and collaboratively with the clients and internal service team to ensure service deliverables meet and exceed client and agency expectations.
Essential Duties and Responsibilities (include but are not limited to):
Scan, label, and distribute mail that comes in via fax, email, and USPS
Prepare deposits for the accounting team
Issue ID cards
Answer telephone and provide basic customer service including information on billing, coverage, and change requests
Assist production unit in special projects related to sales and/or servicing
Update Applied EPIC management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes
Data entry, including endorsements, and basic client information from producer or customer
Monitor and complete underwriting requests from carriers
Prepare letters of explanation to insured to accompany policy documentation
Follow up on late payments from customers and cancelation notices from finance companies
Follow up and communicate with clients and adjusters regarding claim status and progress
Assist production unit in development of new accounts
Utilize word processing for proposals, certificates and ordering ID cards