Commercial Lines Account Assistant

Job Description

Company Information


Client was founded in 2008 for the purpose of helping clients protect their assets. This starts with talented employees who have a passion for serving others. We offer:


  • Competitive salary
  • Flexible work schedule including ability to work from home
  • PTO
  • 401k Match

 


Job Description


We are a full-service independent insurance agency seeking a commercial lines insurance assistant to provide support a team of commercial account managers & sales people.


 


Essential Duties & Responsibilities


  • Maintain and update client data base
  • Verifying policy & account information
  • Issue certificates of insurance
  • Maintain customer billing functions & correspondence with accounting
  • Process policy changes & maintenance
  • Perform scanning, document storage, etc.
  • Maintain activity logs
  • Daily use of Agency Management System & Integrating software

 


 


Qualifications


 


  • Bachelor’s degree or equivalent experience & related training
  • 2 years independent agency experience
  • Willing to obtain a Georgia property & casualty license
  • Strong people & communication skills (written & verbal)
  • Detail oriented
  • Working knowledge of Microsoft Office Suite (Word, Excel, Power Point, etc.)
  • Ability to handle fast paced and multi-task