Full-Time Personal Lines Account Assistant
Job Description
CAREER OPPORTUNITY: Personal Lines Account Assistant
LOCATION: Trenton, Belleville, & Stirling Office
REPORTING TO: President
POSITION SUMMARY:
Whitley Insurance & Financial Services is hiring for a Personal Lines Account Assistant. The successful incumbent will be
responsible for assisting the Account Manager in servicing the client with their insurance needs from the moment they call
and inquire to binding coverage accurately and professionally.
RESPONSIBILITIES:
• Remarketing a book of business (CQ, determine best fit, upload business to appropriate market including payment
information, send remarket letters to clients, follow up for new business, check new policies for accuracy)
• Discuss any concerns or outstanding info with underwriters
• Provide technical assistance to Account Managers
• Provide back-up support to Account Managers when required
• Preparing comparison quotation on renewals where necessary
• Prepare new business documents to be sent for signatures, etc.
• Action all renewals, new business, endorsements and claims
• Process change requests on EPIC
• Review and invoice renewals and endorsements
• Issue in-house endorsements and new business on company portals
• Release renewals after making appropriate changes
• Scan and attach documents to EPIC
• Quote cross-sells and up-sell as much as possible
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned
REQUIREMENTS:
• Minimum 1-year personal insurance experience
• R.I.B.O is required and preferably working towards A.I.I.C. or C.A.I.B. designation
• Client development / relationship management experience
• Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills
• Proficiency in Outlook, Word and EPIC
We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with
you to meet your needs.
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