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Personal Lines Account Executive Assistant
Location:
Denville, NJ
Description:
We are currently looking for a Personal Lines Assistant in our Denville office. Office experience preferred.This is a full-time position with benefits. Training onsite with potential for hybrid. P&C license and EPIC experience not required, but a plus. Salary commensurate with experience. Personal Lines CSR We need to create a more efficient workflow that enables our account executives to be more pro-active and consultative in the handling of their book of business. This will also enable us to account round and cross-sell, which will improve agency sales, retention and profitability. To achieve this goal we are looking at adding an account executive assistant. The duties of the assistant will be as follows: Processing all non-premium endorsements for the clients, including entering data into Applied, making the changes in the company websites and following up on the open activities. Following up on pending cancellations by checking company sites before cancellation and involving the AE on those that have not been paid as of the follow up date on the CNPF. Reviewing Expiration Clean up sheets to make sure that any policies that should show as renewed are properly entered and giving back to the AE those items that need more involvement. Reviewing Excess and Surplus lines renewal expiration sheets to put an activity in for the AE to follow up on @ 30 days prior to expiration so that these policies don't get overlooked. Special company lists and projects assigned by the branch manager that need to be worked on (ie Chubb deductible list). This position does not require an insurance license, but is encouraged.
Company:
Otterstedt Insurance Agency
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Personal Lines Account Executive Assistant
Personal Lines Account Executive Assistant is a Clerical Account Executive, Executive Assistant Job at Otterstedt Insurance Agency located in Denville NJ. Find other listings like Personal Lines Account Executive Assistant by searching Oodle for Clerical Account Executive, Executive Assistant Jobs.
Personal Lines Account Executive Assistant is a Clerical Account Executive, Executive Assistant Job at Otterstedt Insurance Agency located in Denville NJ. Find other listings like Personal Lines Account Executive Assistant by searching Oodle for Clerical Account Executive, Executive Assistant Jobs.