Personal Lines Service Assistant

Heffernan • Walnut Creek, CA

15d • $40,000 - $55,000

About The Position

The main role of a Personal Lines Service Assistant is to support Account Managers and Producers with clerical tasks related to account servicing. Under the guidance of an Account Manager or Producer, these administrative duties include working with insurance carriers to process endorsements, retrieve policy coverage details, and handle other related service requests. Daily responsibilities may also involve completing special projects assigned by Account Managers or Producers as they come up.

Requirements

• Education – High School graduate/GED required.
• Working knowledge of Microsoft Office – particularly Outlook, Word, Excel & PowerPoint.
• Must be organized and capable of managing time effectively to meet deadlines.
• Must communicate effectively, both in spoken and written forms.
• Maintain effective communication in all forms, including email.
• Must work well in a team-based environment – collaborate with peers and be able to take direction from supervisors.
• Other key competencies include flexibility, adaptability, attention to detail, and being a self-starter.

Nice To Haves

• Experience working in an office & team environment is preferred.
• Industry experience is preferred but not required.

Responsibilities

• Processing Evidences & Certificates of Insurance.
• Claim Reporting and/or Follow-up.
• NOC Processing – Non-Renewals/Non-Pay.
• Endorsement Processing.
• Invoicing – as assigned.
• Billing Questions.
• Obtain MVR/CLUE Reports.
• Attaching Correspondence in Agency Management System.
• Manual Renewal Processing.
• LPR Processing.
• Pulling Policies & Auto ID Cards.
• Email/Phone Correspondence with Clients – as directed.
• Un-routed Attachments.
• Prepare Spreadsheets, letters, and mailings as directed.
• Scanning Duties – including photocopying and faxing as directed.
• Input New Prospects/Clients Information – as directed.
• Processing PL Carrier docs – as applicable.
• Special Projects and other duties – as assigned.

What This Job Offers

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