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The Personal Lines Assistant Account Manager provides personal lines support in maintaining, expanding, and servicing assigned accounts.
Job Responsibility:
Process and check renewal policies
Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters
Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects
Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals
Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities
Redeliver returned mail and update customer contact information
Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests
Provide back‑up support to other Account Managers as assigned
Maintain favorable relationships with clients, producers, and employees
Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks
Assist with billing questions and payment processing
Complete mortgage and lienholder verifications
Requirements:
Associate’s or Bachelor’s degree (preferred)
Industry software experience (preferred)
High school diploma
Proficient with MS Office Suite
Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively
Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities
High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively
Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness
Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more