Reports To:
Account Manager/Sr Account Manager/Account Executive 

Purpose:
To maximize client retention and new sales by assisting commercial lines staff in the completion of administrative and technical functions.

Primary Responsibility:

• Respond to Account Manager, Sr Account Manager requests in a timely and effective manner.
• Respond to client requests in a timely and effective manner.
• Follow agency systems, procedures and timeframes.
• Set up and maintain client files according to agency procedures.
• Set up client marketing files according to agency procedures and timeframes.
• Add and maintain client files on the computer according to agency procedures.
• Perform rating functions on various carrier websites.
• Process policies, endorsements and endorsement requests according to agency procedures and timeframes.
• Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes.
• Compose letters to clients and insurance carriers according to form letters in data porter.
• Keep suspense items current according to agency procedures.
• When necessary, contact clients and/or insurance carriers.
• Make photocopies of various documents.
• Perform miscellaneous projects at management's request.
• Attend 90% of all training and meetings held by the agency.
• Adhere to agency's attendance policy.
• Attend and pass CISR courses with the goal of obtaining the CISR designation.

Qualifications:

• Good oral and written communication skills.
• High school diploma.
• Professional appearance.
• Ability to work within a team environment.
• Minimum of year prior experience as an assistant in an insurance agency.
• Completion of some type of insurance course, i.e. – CISR, INS 21, etc.
• Fire & Casualty license.