JOB TITLE: Personal Lines Assistant Account Manager/Rater
FLSA STATUS: Non-Exempt
REPORTS TO: Manager
SUMMARY: The position involves various types of processing. This position maintains a working knowledge of all processing procedures and standards of the agency and utilizes them when assisting the PL Account Managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Processing support for PL Department.
Follow the applicable Epic Workflow Procedures.
Maintain a working knowledge of all agency standards and procedures. Keep updated on insurance company changes, products and procedures.
Process endorsements checking against change requests and documentation in the computer system for accuracy.
Download policies at the direction of Account Manager.
Process change requests and cancellations at the Account Manager’s request. Keep updated on changes in company websites.
Receive rating requests from Account Managers and process accordingly.
Possesses a working knowing of specific underwriting requirements for the companies worked with.
Check daily and maintain suspense items.
Attend (meetings) seminars and educational activities to stay up to date on latest developments and trends in the industry.
Perform other duties and assignments as requested by Manager.
EDUCATION/EXPERIENCE:
High school diploma or general education degree (GED); and three plus years of related experience and/or training preferred; or equivalent combination of education and experience. Insurance agency experience necessary. Advanced computer skills using agency software.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret insurance policies, coverage’s, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from Producers and CSR. Skill and ability to meet people and listen.
MATHEMATICAL SKILLS:
Ability to calculate figures and amounts such as discounts, interest, pro-rata, percentages, and volume.
CERTIFICATES, LICENSES, REGISTRATIONS:
Insurance license must be obtained within one year.
OTHER SKILL AND ABILITIES:
Skill and ability to operate a computer. Skill and ability to organize and prioritize. Skill and ability to meet deadlines and operate office equipment. Skill and ability to use company software. Willingness to take responsibility and initiative.
Physical Requirements
Seeing — Regularly (67–100%) Must be able to read reports and use computer
Hearing — Regularly (67–100%) Must be able to hear well enough to communicate with co-workers
Standing / Walking — Rarely (0–12%)
Climbing / Stooping / Kneeling — Rarely (0–12%)
Lifting / Pulling / Pushing — Rarely (0–12%)
Fingering / Grasping / Feeling — Regularly (67–100%) Must be able to write, type and use phone system
Working Conditions: Normal working conditions with the absence of disagreeable elements.