Personal Lines Assistant

Responsibilities

• Enter customer, prospects into EPIC including, contact information, attachments, and activities, as necessary.
• Adhere to the PL workflow for new business, endorsements, and cancellation activities, including attachment ‘proper naming convention’.
• Process endorsements, New Business and Excess Lines policies as requested.
• Enter quotes and marketing as needed.
• Endorsements include new vehicle transactions from dealers/leasing agents, mortgage requests and certain coverages changes.
• All changes and new business requests will be requested by the AE accordingly.
• I will train on the EPIC system and companies as needed.
• Knowledge of PL insurance is a plus.
• Knowledge of company websites and specific coverage is a plus but will be trained.
• Assist in answering the phones and taking billing calls as needed. This also includes assisting customers with billing related issues.
• Processing faxes and emails relating to bank and company requests for information or changes.
• CC AE with all correspondence accordingly.
• Check and follow up with expiration list and request renewals from wholesalers accordingly.
• Check daily log as well and assist with transactions accordingly working with the AE directly.

Hybrid- 3 days in the office