Personal Lines Assistant Account Manager
Higginbotham, Corpus Christi, TX, United States
Personal Lines Assistant Account Manager
The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential tasks include preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt; quote processing for new and renewal business; handling/processing of EPIC download activities; support the Account Manager with processing changes and other tasks in the system; assist customers by phone and proof of insurance requests; maintain and support relationships with both internal stakeholders and external clients; maintain updated agency management system to include policy information, correspondence, and contact information; and various other clerical tasks and customer requests as instructed. Core competencies include ability to analyze and solve problems, attention to detail, communication skills, timely task completion, team collaboration, client focus, dependability, creative thinking, organizational skills, and adaptability. Experience and education: 2 years of experience in property and casualty servicing preferred. Active Property and Casualty license required (company will help candidate obtain licensure if needed). Designations preferred (i.s CISR). Working knowledge of Microsoft Excel, Word, and Outlook. Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable. Physical requirements include ability to lift 25 pounds, repeated use of sight to read documents and computer screens, repeated use of hearing and speech to communicate on telephone and in person, repetitive hand movements, such as keyboarding, writing, 10-key, walking, bending, sitting, reaching and stretching in all directions.
The Personal Lines Assistant Account Manager is responsible for assisting account managers in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, policy changes, and cancellations. Essential tasks include preparing and processing policy change requests in agency management system and carrier systems to send to insurance carriers, including invoicing, and follow-up for receipt; quote processing for new and renewal business; handling/processing of EPIC download activities; support the Account Manager with processing changes and other tasks in the system; assist customers by phone and proof of insurance requests; maintain and support relationships with both internal stakeholders and external clients; maintain updated agency management system to include policy information, correspondence, and contact information; and various other clerical tasks and customer requests as instructed. Core competencies include ability to analyze and solve problems, attention to detail, communication skills, timely task completion, team collaboration, client focus, dependability, creative thinking, organizational skills, and adaptability. Experience and education: 2 years of experience in property and casualty servicing preferred. Active Property and Casualty license required (company will help candidate obtain licensure if needed). Designations preferred (i.s CISR). Working knowledge of Microsoft Excel, Word, and Outlook. Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable. Physical requirements include ability to lift 25 pounds, repeated use of sight to read documents and computer screens, repeated use of hearing and speech to communicate on telephone and in person, repetitive hand movements, such as keyboarding, writing, 10-key, walking, bending, sitting, reaching and stretching in all directions.