Personal Lines Associate

Job description

Description The Personal Lines Associate works to support the Personal Lines Account Manager(s) by delivering excellent customer service, processes transactions according to agency defined workflows, prepares proposals, and builds strong relationships with team members, carrier, clients, and our community. ESSENTIAL DUTIES AND RESPONSIBILITIES: The essential functions include, but are not limited to the following: - Establish and maintain a positive team-oriented relationship with colleagues. - Adhere to company policies and procedures for workflow and documentation. - Screen and answer incoming calls – assist and forward as appropriate. - Review and process mail using personnel and procedures in place for support. Check incoming faxes and distribute as needed. - Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements, payments, billing issues. - Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss runs requests, and other similar transactions. - Assist Account Managers in their...