Personal Insurance - Account Executive Assistant

Otterstedt Insurance Agency, Inc.; Englewood Cliffs (NJ); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

Health benefits

Retirement plans

Career development

Job summary

Otterstedt Insurance Agency, Inc. in Englewood Cliffs, NJ is seeking a Personal Lines Account Executive Assistant to support the personal lines team and streamline workflows.

This role focuses on data entry, policy servicing, and coordinating with account executives to enhance proactive client service. The ideal candidate has at least 1 year of insurance experience, a P&C license or willingness to obtain one, strong communication, and proficiency with Microsoft Office and EPIC.

Qualifications

• 1+ years insurance experience preferred.
• P&C license required or willing to obtain after hiring.
• Strong communication and interpersonal skills.
• Ability to manage multiple accounts and tasks effectively.
• Proficiency with Microsoft Office (Outlook, Excel) and agency systems such as EPIC.

Responsibilities

• Processing non-premium endorsements and data entry in Applied/website systems.
• Follow up on cancellations and payments with AE involvement.
• Review expiration cleanups and renewals to keep books accurate.
• Flag 30-day renewal opportunities for AE follow-up on E&S lines.
• Support branch projects and special lists assigned by the branch manager.

Skills

Customer service

Communication

Multitasking

Attention to detail

Problem solving

Education

P&C license or willingness to obtain

Tools

Outlook

Excel

EPIC

Applied

Teams

Job description

Job Ad: Personal Lines Account Executive Assistant

Location: Englewood Cliffs, NJ Company: Otterstedt Insurance Agency, Inc. Job Type: Full-time

About Us:

Since 1919, Otterstedt Insurance Agency has been a leading provider of innovative insurance solutions, dedicated to delivering exceptional customer service and value to our clients. We're looking for a dedicated and professional Personal Lines Account Executive Assistant to join our dynamic team and help us continue to grow and provide top-tier service.

Position Overview:

As a Personal Lines Account Executive Assistant at Otterstedt Agency you will be responsible for assisting the personal lines department in order to create a more efficient workflow that enables our account executives to be more proactive and consultative in the handling of their book of business.

Key Responsibilities:

• Processing all non-premium endorsements for the clients, including entering data into Applied, making 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.

Qualifications:

• 1+ years of experience in the insurance industry, preferred.
• P&C license required, or willing to obtain insurance license upon hiring.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to manage multiple accounts and tasks effectively.
• Knowledge of EPIC a plus.
• Proficient in Microsoft Office including Outlook, Teams, Excel, etc.

Why Join Us?

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, potential for bonuses and retirement plans.
• Career growth and development opportunities.
• A supportive, collaborative, and inclusive work environment.

Otterstedt Insurance Agency is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.