Personal Lines Account Support Specialist

Otterstedt Insurance Agency, Inc.; Englewood Cliffs (NJ); Sur place; USD 42 000 - 58 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Health benefits

Retirement plans

Career development

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer service

Communication

Multitasking

Attention to detail

Problem solving

Formation

P&C license or willingness to obtain

Outils

Outlook

Excel

EPIC

Applied

Teams

Description du poste

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.