Personal Lines Account Executive Assistant

Department:

Job Summary:

Job Description:

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents.  They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

· Support Account Executive with day-to-day service needs for clients

· Support Account Executive with marketing for new and renewal coverages

· Support Account Executive with claim and cancellation activities for client

· Process Certificates and Evidences of Property with Account Executive oversight

· Issue Auto ID cards

· Add/Remove Lienholders

· Maintain accurate client data in agency management system (AMS)

· Request/follow up/complete/deliver client change requests from carriers/brokers

· Ensure AMS policy, applications, transactions are updated based on changes

· Prepare/Follow-up on policy cancellations forms

· Notify AE of any cancellations

· Request MVRs as directed

· Quote and issue premium finance notes as directed by Account Executive

· Input data into AMS to create client files and policies

· Complete policy checklists as directed by Account Executive

· Pull endorsements and policies from carrier websites

· Create house/property valuations

· Gather Renewal Supplemental applications as directed by Account Executive

Knowledge, Skills and Abilities:

· Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.

· Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions

Education:

· Prefer high school diploma or equivalent