Personal Lines Account Executive Assistant

IBOC•Corpus Christi, TX

11d•Onsite

About The Position

Supports the Account Executive team with essential functions that meet clients’ service needs and the agency’s quality and service standards. The position includes training to become a full Account Executive. This is an in-office, full-time position in the Insurance Administration department.

Requirements

Ability to communicate and understand orally and in writing 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 calculations involving decimals and fractions.

Nice To Haves

High school diploma or equivalent preferred.

Responsibilities

Support Account Executives with clients’ day-to-day service needs.
Support Account Executives with marketing new and renewal coverages.
Support Account Executives with client claim and cancellation activities.
Process Certificates and Evidences of Property under Account Executive oversight.
Issue Auto ID cards and add or remove lienholders.
Maintain accurate client data in the agency management system (AMS).
Request, follow up on, complete, and deliver client change requests from carriers or brokers.
Update AMS policies, applications, and transactions based on changes.
Prepare and follow up on policy cancellation forms, and notify the Account Executive of cancellations.
Request MVRs as directed.
Quote and issue premium finance notes as directed by the Account Executive.
Enter data into AMS to create client files and policies.
Complete policy checklists as directed by the Account Executive.
Retrieve endorsements and policies from carrier websites.
Create house and property valuations.
Gather renewal supplemental applications as directed by the Account Executive.