Personal Lines Associate

United Insurance•Brewer, ME

6d•$35,000 - $45,000

About The Position

The Personal Lines Associate supports Personal Lines Account Managers by providing excellent customer service, processing transactions according to agency workflows, preparing proposals, and building strong relationships with colleagues, carriers, clients, and the community. The role includes answering and routing calls, handling mail and faxes, responding to routine client and carrier requests, documenting interactions in EPIC, entering quotes into PL Rater, and helping improve workflows. Once licensed, the associate may cover for Account Managers when they are out of the office. Other duties may be assigned.

Requirements

High school diploma or equivalent.
Obtain state P&C licensing within 90 days of employment.
Organizational, multitasking, and time-management skills.
Self-motivation.
Proficiency with desktop applications such as MS Office, including Excel, Word, and Outlook.
Excellent oral and written communication skills.
Excellent customer relationship skills.
Positive, friendly, and professional attitude.

Nice To Haves

Prior experience in a related field is preferred, but not required.

Responsibilities

Establish and maintain positive, team-oriented relationships with colleagues.
Follow company policies and procedures for workflow and documentation.
Screen and answer incoming calls, assist callers, and forward calls as appropriate.
Review and process mail and check and distribute incoming faxes according to established procedures.
Respond to daily requests for ID cards, binders, BORs, cancellations and reinstatements, payments, and billing assistance.
Process transactions such as policy retrievals, renewals, endorsements, policy changes, and loss-run requests according to agency workflows.
Assist Account Managers with documenting client and carrier interactions by attaching files to EPIC and updating activities and notes.
Contribute to workflow documentation improvements and process improvement.
Develop expertise in the EPIC system.
Respond to team members' requests in a timely and professional manner.
Expand knowledge of insurance coverages and develop personally and professionally.
Communicate quotes to Account Managers, including costs, consequences, and obligations.
Escalate requests to Account Managers when necessary and respond to client or carrier needs as directed by Account Managers.
Provide excellent service to customers, carriers, and team members.
Enter quotes into online rating platforms (PL Rater) for Account Managers.
Prepare quote proposals for Account Managers to present to clients.
Once licensed, cover for Account Managers when they are out of the office.
Meet or exceed expectations for job responsibilities and perform other duties as assigned.