Commercial Lines Assistant
- Provide Account Executives, Producers and Clients with service needs updating existing accounts
- Provide, with a positive attitude, a high level of support in maintaining, expanding, and servicing personal accounts
- Process various transactions within customer files as provided by team members.
- Perform various rating calculations and quotations as requested.
- Prepare certificates, evidence of property insurance, and schedules of insurance as requested.
- Perform miscellaneous functions as requested.
- Follow up on customer file suspense according to agency guidelines.
- Assemble and distribute various transactions as requested.
- Maintain supplies for the team.
- Participate in the ongoing account development program established by the agency.
- Assist in training other employees as requested by Team Director or Team Coordinator.
- Understand the role of automation in our agency and maximize utilization of its' capability for customer service, additional coverage sales, marketing and underwriting activities.
- Be familiar with and knowledgeable in all Companies and Markets available within the Agency.
- Maintain licensing and/or educational requirements as well as continue their Professional Development.
- 2+ years' experience in Commercial Lines Insurance in a similar customer support/service role
- 4-40 or 2-20 State of Florida Insurance License
- Proficient with MS Office Suite, especially Excel, Outlook, Word
- Strong written and oral communication
- Excellent organizational and time management skills
- Proficient at typing, accuracy and speed, at least 50 WPM
- Team Player with Positive Attitude
- High School Diploma or equivalent required, Bachelor's Degree a Plus!
- Knowledge of AMS360 software is a Plus!
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
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