COMMERCIAL LINES ASSISTANT

Commercial Lines Assistant provides support to Account Management Team while adhering to all company standards, procedures, and processes.

ESSENTIAL AREAS OF RESPONSIBILITY

At the direction of an Account Manager:

• Process both premium and non-premium bearing endorsements
• Follow-up on notices of cancellation and process notices of non-renewal
• Issues certificates, evidence of insurance, Auto ID Cards
• Follow up for receipt of policies and prepares and requests binder extensions, when required
• Handles actions items assigned
• Compare policies received to applications in management system, quote, and review proposals for accuracy.
• List any discrepancies found and forward to Account Manager for final review and disposition of discrepancies found.
• Assistant Account Manager may update the applications and process corrections needed at the direction of the Account Manager.
• Forward policy(s) to client via email or post
• Obtain loss runs for renewal and prepare loss summaries (when required)
• Request updated drivers list, property schedules, certificate holder lists, etc.
• Prepares finance agreements as directed
• Prepares Proposals, Letters, Excel Spreadsheets, and Insurance Summaries
• Data Entry for prospects and ongoing maintenance of management system
• Back up Account Manager when Account Manager is out of the office
• Prioritize and organize work to meet deadlines
• All other related duties as assigned.

POSITION REQUIREMENTS

Education/Certification/Experience:

· High School degree or GED

· Active 440 or 220 license is required with the state of Florida

· Minimum of 2 years of insurance experience

Skills/Knowledge/Abilities:

· Good interpersonal skills, along with the ability to collaborate across entire organization.

· Must be able to communicate clearly, read and write in English.

· Passionate individual willing to immerse him/herself in their work.

· Self-motivated with strong organizational and time management skills with the ability to effectively set priorities and complete tasks with a great attention to detail.

· Excellent communication skills: oral, written and listening.

· Strong insurance agency operational capabilities.

· Strong working knowledge of AMS is preferred.

Problem Solving:

· Must show initiative and possess the ability to make decisions and solve problems quickly and effectively.

· Relies on experience and judgment to plan and accomplish goals.