Personal Lines Account Manager Assistant

Handle and process new and renewal personal lines business and claim inquiries. Initiate cross-sell
opportunities from existing book and develop new sources of clients when able. Provide inhouse
customer service assistance to personal lines customer service representatives.

Essential Functions:

• Input customer applications into the agency management system from the carrier rating
  applications.
• Assemble application(s), photos, appraisals, etc. to be submitted to the insurance carriers
  for policy issuance.
• Check new and renewal policies for accuracy in rating, typing and coverages. Ensure that
  these items are delivered and/or mailed to client. Advises service representative if premium
  increase is 10% or higher.
• Monitor renewal process by verifying all policies listed on the expiration list have been
  renewed, rewritten, etc.
• Receive phone calls from clients and companies for certificates of insurance and evidence of
  property forms and issue according to agency’s procedures.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports,
  and follow up on overdue and suspense items.
• Handle carrier interfacing per agency standards.
• Update computer for cancellations and reinstatements from agency reports. Follow-up on
  photo requests, requests for additional information, etc.
• Handle routine correspondence between carriers, agency and insured.
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects at management’s request.

Job Requirements and Qualifications

Must be a self-starter, imaginative and creative with good communication skills both verbal and
written. Should have thorough understanding of personal lines underwriting and coverages. Must
be proficient in computer keyboarding. Accurate data entry.

Other Information

• Frequently work at a fast pace with unscheduled interruptions.
• Frequently sit for long periods of time.

The statements contained in this job description reflect the general details as necessary to describe
the principal functions of this job, the level of knowledge and skill typically required, and the scope of
responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals
may perform other duties as assigned, including work in other functional areas to cover absences or
relief, to equalize peak work periods or otherwise to balance the workload.