Personal Lines Assistant Account Manager

Job Description

Personal Lines Assistant Account Manager Job Description

The selected employee will provide quality service to personal insurance accounts.

Specific Responsibilities

• Review and analyze personal account renewals for coverage limits, premium increases, renewal review procedures and invoicing, refer to Account Managers if needed.
• Review and process personal lines New Business and Rewrite policies.
• Assist clients in billing and claims questions and issues, on the phone and in person in the office.
• Obtain the necessary reports from carriers.
• Review and process personal lines endorsements, cancellations and reinstatements.
• Assist in mail processing as well as printing, scanning and faxing for those in the office and working remotely.
• Payment processing of insurance premiums from clients.

Qualifications

• Experience with Excel, Word and Outlook
• Excellent organizational, interpersonal, communicate skills and ability to work in a team environment
• Must obtain P&C license

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Shelton, CT 06484: Relocate before starting work (Required)

Work Location: In person

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