Personal Lines Account Assistant

Job description

This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic utilizing established workflows and procedures. Primary Duties: - Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation. - Maintain all client activity and suspense items in Epic. - Backup for assigning downloaded policies into Epic. - Online carrier general processing. - Prepare auto ID cards, certificates, evidence of property, and insurance binders. - Communicate with insurance carriers as needed. - Prioritize workload and/or request assistance as required. - Problem solve individually prior to seeking assistance from an account manager. - Seek advice from account managers when problems arise. - Keep current on rates, forms and coverage changes. - Obtain and/or maintain required licenses. - Follow agency workflows. - Report new claims and monitor open claims. - Review new business, renewals and endorsements to insure items are accurate as ordered. - Assist in general office duties as requested and needed. - Know by name and face as many customers and employees as possible,...