Personal Insurance - Account Executive Assistant

Otterstedt Insurance Agency•Englewood Cliffs, NJ

3d•Onsite

About The Position

Since 1919, Otterstedt Insurance Agency has been a leading provider of innovative insurance solutions, dedicated to delivering exceptional customer service and value to our clients. We're looking for a dedicated and professional Personal Lines Account Executive Assistant to join our dynamic team and help us continue to grow and provide top-tier service. As a Personal Lines Account Executive Assistant at Otterstedt Agency you will be responsible for assisting the personal lines department in order to create a more efficient workflow that enables our account executives to be more proactive and consultative in the handling of their book of business.

Requirements

P&C license required, or willing to obtain insurance license upon hiring.
Excellent communication and interpersonal skills.
Strong problem-solving abilities and attention to detail.
Ability to manage multiple accounts and tasks effectively.
Proficient in Microsoft Office including Outlook, Teams, Excel, etc.

Nice To Haves

1+ years of experience in the insurance industry, preferred.
Knowledge of EPIC a plus.

Responsibilities

Processing all non-premium endorsements for the clients, including entering data into Applied, making changes in the company websites and following up on the open activities.
Following up on pending cancellations by checking company sites before cancellation and involving the AE on those that have not been paid as of the follow up date on the CNPF.
Reviewing Expiration Clean up sheets to make sure that any policies that should show as renewed are properly entered and giving back to the AE those items that need more involvement.
Reviewing Excess and Surplus lines renewal expiration sheets to put an activity in for the AE to follow up on @ 30 days prior to expiration so that these policies don't get overlooked.
Special company lists and projects assigned by the branch manager that need to be worked on.