Personal Lines Service Admin (Hybrid)

Patriot Growth Insurance Services and Partner Agencies • Pinellas Park, FL

2d • Hybrid

About The Position

The Personal Lines Service Admin is designed to streamline operations, optimize communication channels, and provide essential support to the Personal Lines Team. This position involves maintaining and updating the Agency Management System, managing client interactions, processing various administrative tasks, and ensuring timely and accurate service delivery.

Requirements

• 440 license or 2044/220 if remote with 3 years continuous PL agency experience
• Prior experience in an administrative support function.
• High School Diploma/GED
• Experience working at a Property and Casualty Insurance agency, preferably in a position in a Personal Lines Department.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Display a high level of attention to detail when entering data and reviewing documents to avoid errors and ensure data integrity.
• Ability to collaborate effectively within a team environment, sharing insights and contributing to collective success.
• Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Nice To Haves

• Associate Degree in Business Administration or a related field preferred.

Responsibilities

• Issue Certificates of Insurance within one business day of the request.
• Process mortgage/lienholder changes and policy reinstatements.
• Answer incoming phone calls to assist with client inquiries.
• Manage and process incoming emails, ensuring timely and accurate responses.
• Maintain and update the Agency Management System by correcting and updating client account information and documenting actions taken.
• Process client payments and manage billing accounts, including payment orders to lenders.
• Track and process returned mail for clients.
• Handle policy cancellations, endorsements, reinstatements, and AORs, updating reasons in Agency Management System.
• Assign policy remarkets to Account Managers, as necessary.
• Process and follow up on underwriting memos from carriers.
• Assist in the coordination of cross-sale opportunities for Producers.
• Attend team meetings to discuss workflow, updates, and team objectives.
• Provide backup support for team members during absences.
• Occasionally assist with the training of new hires in the same role.
• When assigned, assist the Team Lead, Supervisor, or Management Team with other projects and tasks.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED