Assistant Account Manager, Personal Lines

Objective:

The primary function of a Personal Lines Assistant is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests. Daily job functions will also include special projects from Account Managers and/or Producers as they arise.

Responsibilities Include, But Are Not Limited To:

• Processing Evidences & Certificates of Insurance.
• Claim Reporting and/or Follow-up.
• NOC Processing – Non-Renewals/Non-Pay.
• Endorsement Processing.
• Invoicing – as assigned.
• Billing Questions.
• Obtain MVR/CLUE Reports.
• Attaching Correspondence in EPIC (Agency Management System).
• Back-up for Personal Lines Assistant/CSR.
• Manual Renewal Processing.
• LPR Processing.
• Pulling Policies & Auto ID Cards.
• Email/Phone Correspondence with Clients – as directed.
• Un-routed Attachments.
• Prepare Spreadsheets, Letters & Mailings – as directed.
• Scanning Duties – including photocopying and faxing as directed.
• Input New Prospects/Clients Information – as directed.
• Processing PL Carrier docs – as applicable.
• Special Projects and other duties – as assigned.

Requirements:

• Education – High School graduate/GED required.
• Working knowledge of Microsoft products – particularly Outlook, Word, Excel & PowerPoint.
• Experience working in an office & team environment is preferred. Insurance industry is a plus.
• Must be organized and able to manage time effectively to meet deadlines.
• Must communicate effectively – spoken and written. Maintain effective communication in all forms, including email.
• Must work well in a team-based environment – collaborate with peers and be able to take direction from supervisors.
• Must embody the Heffernan Habits as referenced herein.

Compensation:

The base salary range for this position is $45,000 to $55,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details are available at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):

These are practices that represent our unique culture.

• Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
• Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
• Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
• Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
• Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. 

Working Conditions:

• Work environment is indoors, sitting at a desk or standing for extended periods of time.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.
• Ability to travel as necessary.  

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.