Personal Lines Client Success Associate

Personal Lines Client Success Associate Rialto Partners T12:22:08-06:00

Job Location:

Galveston, TX 77551,USA

Job Category:

Admin / Secretarial

Job Type:

Full-Time

Remote Type:

No

The Person al Lines Client Success Associate performs the essential functions of the position, which include administrative support to the Personal Lines Advisors and the supporting service needs of clients.

• Bonus Opportunities
• Paid Time Off
• Paid Holidays
• Health Insurance
• Dental Insurance
• Long and Short Term Disability
• Life Insurance
• 401k with Company Match
• Growth Opportunities
• Professional Development

• Assists Account Managers with support in customer service requests and backlog.
• Processes incoming mail requests and responds promptly and appropriately.
• Serves as a backup to the Client Support Coordinator.
• Verifies accuracy of all cancellation/non-renewal notices, and takes appropriate action with priority.
• Verifies mortgage change requests, corrects errors and follows up.
• Refers all payments to an Account Manager and generates receipts for such payments upon request.
• Sorts all mortgagee/lender mail weekly for mailing.
• Distributes all incoming mail.
• Scans all Commercial and Personal Lines mail.
• Assists in preparing and processing bulk mailing projects and other agency projects which require organization and attention to detail.
• Prints and mails letters from PL scanner daily.
• Performs any other tasks and duties as directed by agency management.

Knowledge, Skills, and Abilities:

• High School diploma or equivalent, computer keyboarding skills, effective communication skills, friendly and outgoing personality, organizational skills, and ability to respond to requests effectively and efficiently.
• Interact with others effectively by utilizing good communications skill.
• Ability to learn operation and programming of the telephone system and to understand when and how to gain professional outside assistance, as appropriate needs arise.
• Understands and can perform basic office-practice skills, including filing, light typing, processing and sorting functions.
• Can carry out detailed written or verbal instructions.
• Can add, subtract, multiply, divide whole numbers, and perform simple calculations involving decimals and simple fractions.
• Ability to file, post, sort, or prepare mail projects. Can copy data from one source to another, obtain information from others, and deliver information to others clearly and accurately.
• Ability to perform 70% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently, or constantly move objects, including the human body. May be asked to exert up to 20 pounds of force periodically as needed.
• Field of vision must be adequate to observe up and down or right to left while eyes are fixed on a given point.
• Ability to process written and other materials visually.
• Minimal physical efforts required to perform the position include proficiency in typing, verbally communicating detailed and important information to others accurately and quickly, stooping, reaching, standing and lifting light objects less than 10 pounds.

Working Conditions:

• High pressured, fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.