Personal Lines Account Associate

Blue Ridge Risk Partners LLC•Elkins, WV

About The Position

Job Summary: The Personal Lines Account Associate is responsible for providing front end processing assistance and support to Personal Lines Account Managers within the Personal Lines Department. The Personal Lines Account Associate performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency. Essential Functions: Manages carrier daily activity reports and daily download cancellations from Agency Management System using established agency procedures. Duties include reaching out to clients to reinstate policies. If unable to reinstate, client is directed to the Account Manager or an Account Executive to rewrite the policy. Assists with payment processing and billing questions for Personal Lines clients. Pulls renewals from carrier sites that do not download into Agency Management System and assigns to the Account Manager. Assists with processing of Mortgagee changes per the agency procedures. Assists with sending Auto ID Cards to clients per agency procedures. Identifies account rounding opportunities and notifies the Account Manager. Interacts with clients in person, via telephone and via email. Maintains a cordial and effective relationship with clients, carriers, vendors, and other business contacts to maintain a high level of client retention and product loyalty. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of activities and other responsibilities. Stays up to date with industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. Actively seek ways to improve client services and communicate ideas for improved client service to superior positions. Follows agency and departmental policies and procedures. Other job-related dues as may be assigned.

Requirements

Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
Team player with a strong work ethic and positive attitude.
Excellent organizational skills and time management skills with a proven ability to prioritize to meet deadlines and multi-task.
Proficient in basic computer skills, including Microsoft Office.
High School Diploma or equivalent required.
Must be willing to obtain Property & Casualty Agents License within 12 months of hire.

Nice To Haves

Bilingual abilities are a plus.

Responsibilities

Manages carrier daily activity reports and daily download cancellations from Agency Management System using established agency procedures.
Assists with payment processing and billing questions for Personal Lines clients.
Pulls renewals from carrier sites that do not download into Agency Management System and assigns to the Account Manager.
Assists with processing of Mortgagee changes per the agency procedures.
Assists with sending Auto ID Cards to clients per agency procedures.
Identifies account rounding opportunities and notifies the Account Manager.
Interacts with clients in person, via telephone and via email.
Maintains a cordial and effective relationship with clients, carriers, vendors, and other business contacts to maintain a high level of client retention and product loyalty.
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of activities and other responsibilities.
Stays up to date with industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Actively seek ways to improve client services and communicate ideas for improved client service to superior positions.
Follows agency and departmental policies and procedures.
Other job-related dues as may be assigned.