Personal Lines Assistant

Cross Insurance•Brewer, ME

3d•$20 - $22

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. Department Assistant Department Assistants are primarily responsible for offering support to the Account Managers and Producers on the personal lines staff while creating and maintaining strong relationships with customers, underwriters, and other industry professionals. Duties of an Department Assistant include but are not limited to: Maintain a Property & Casualty license along with keeping up with Continuing Education. Understanding and following the Basic Procedure Manual and Workflow Manual. Only using approved Action Codes in AMS 360. Following up and completing open suspense’s daily. Keeping accurate notation and documentation in the agency management system. Servicing personal insurance products to existing clients. Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives). Providing quality customer service to existing and prospective clients. Staying up to date on new insurance products and market/industry trends. The ability to understand and analyze insurance coverage and policy forms. Strong written, oral and phone communication skills Organize, set, and maintain priorities Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and basic online quoting platforms. Answer billing questions and recording activity notes in AMS360. Process incoming and outgoing mail and/or faxes. Answer phones and transfer calls as appropriate. Assist Account Managers in following up on open claims as needed. Mail 5-year questionnaires as needed and note AMS accordingly. Prepare and mail out Agency forms and letters as needed. Assist with replacement cost estimators, policy changes, mortgagee changes, id cards, EPI’s, certificates, and binders as needed. Provide support to Account Managers and their backups while out on PTO. Provide administrative support to the personal lines and commercial lines staff as needed. Collaborate with staff members from other departments to provide total account solutions. Perform other duties as assigned. Compensation: The base hourly range for this role is $20.00 - $22.00 Hourly. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more. Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.

Requirements

Strong written, oral and phone communication skills
Organize, set, and maintain priorities
Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and basic online quoting platforms.

Responsibilities

Maintain a Property & Casualty license along with keeping up with Continuing Education.
Understanding and following the Basic Procedure Manual and Workflow Manual.
Only using approved Action Codes in AMS 360.
Following up and completing open suspense’s daily.
Keeping accurate notation and documentation in the agency management system.
Servicing personal insurance products to existing clients.
Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims representatives).
Providing quality customer service to existing and prospective clients.
Staying up to date on new insurance products and market/industry trends.
The ability to understand and analyze insurance coverage and policy forms.
Answer billing questions and recording activity notes in AMS360.
Process incoming and outgoing mail and/or faxes.
Answer phones and transfer calls as appropriate.
Assist Account Managers in following up on open claims as needed.
Mail 5-year questionnaires as needed and note AMS accordingly.
Prepare and mail out Agency forms and letters as needed.
Assist with replacement cost estimators, policy changes, mortgagee changes, id cards, EPI’s, certificates, and binders as needed.
Provide support to Account Managers and their backups while out on PTO.
Provide administrative support to the personal lines and commercial lines staff as needed.
Collaborate with staff members from other departments to provide total account solutions.
Perform other duties as assigned.