Account Assistant - Personal Lines
About The Position
Works under the direct supervision of branch/team leadership, adhering to established industry and company guidelines. This role supports the account team by completing day-to-day administrative tasks and providing exceptional customer service. Responsibilities include data entry for clients and policies, reviewing policy forms, managing client communications and payments, issuing proofs of insurance, and other office support duties. The role requires strict adherence to performance standards to ensure accuracy and prevent errors or omissions.
Requirements
- Exceptional customer service and communication skills
- Strong multi-tasking and organizational skills
- High accuracy in handling large work volumes
- Proficiency in MS Office (Outlook, Word, Excel)
- High School diploma (or equivalent)
Responsibilities
- Process Endorsements: Accurately update management systems as required.
- Correspondence Management: Manage email and fax correspondence efficiently.
- Policy Changes: Manage cancellations and reinstatements effectively.
- Proofs of Insurance: Prepare proof of insurance promptly and accurately.
- Report Monitoring: Monitor Suspense Reports diligently.
- Payment Processing: Process client payments via various carrier portals.
- Notification Distribution: Download and distribute carrier notifications to appropriate team members.
- Team Assistance: Provide assistance to team members and department as required.
- Communication: Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching.
- Champion IOA core values and demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
