Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers • Roy, UT

9d • $45,000 - $55,000

About The Position

The primary function of a Personal Lines Assistant is to assist Account Managers
and Producers in clerical functions related to account servicing. With direction
from an Account Manager and/or Producer, these administrative functions include
working with insurance carriers to process endorsements, retrieve policy
coverage information, and other related servicing requests. Daily job functions
will also include special projects from Account Managers and/or Producers as
they arise.

Requirements

• Education – High School graduate/GED required.
• Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint.
• Must be organized and able to manage time effectively to meet deadlines.
• Must communicate effectively – spoken and written. 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.
• Must embody the Heffernan Habits as referenced herein.

Nice To Haves

• Experience working in an office & team environment is preferred. Insurance industry is a plus.

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 EPIC (Agency Management System).
• Back-up for Personal Lines Assistant/CSR.
• Manual Renewal Processing.
• LPR Processing.
• Pulling Policies & Auto ID Cards.
• Email/Phone Correspondence with Clients – as directed.
• Un-routed Attachments.
• Prepare Spreadsheets, Letters & 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.

Benefits

• This role will be eligible to participate in a discretionary annual incentive program.
• Heffernan offers a comprehensive benefits package; more details are available at https://www.heffins.com/about-us/careers

What This Job Offers

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