Primary Purpose:

We are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests.

Minimum Requirements:

• Producer’s license in Property and Casualty
• Customer Service Experience
• Three years of experience in Property and Casualty insurance
• Experience with Agency Management System (AMS) required
• Excellent communication, organizational, and time management skills
• Ability to handle large volumes of work in a timely manner
• Capability to manage multiple tasks simultaneously
• High-speed, quality, and accurate task performance
• Personal computer experience
• High school diploma or equivalent preferred

Essential Functions:

• Provide Customer Service and manage policy change requests as assigned
• Stay informed and updated on carrier underwriting guidelines and statutory requirements
• Acquire Continuing Education requirements to maintain Producer License
• Input customer information and policy details into AMS for new business transferred from new agents
• Review endorsements and input information into the AMS system
• Verify refund checks, send to customers, and document in AMS
• Process payments to insurance companies and document in AMS
• Process claim reports to insurance companies and document in AMS
• Invoice Agency Billed policies in AMS
• Confirm policy and payment status through carriers and/or carrier portal systems
• Issue ID cards and certificates as requested and document in AMS
• Input cancellation information into AMS
• Resolve discrepancies from the accounting department on direct bills monthly
• Attach policies or endorsements to client files in AMS
• Process incoming and outgoing mail
• Provide relief for the receptionist as requested