Personal Lines Assistant

The Juris Agency; Tulsa (OK); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Parental Leave

Disability Insurance

Life Insurance

Job summary

The Juris Agency in Tulsa, OK is seeking an insurance processor to assist Account Managers with servicing and processing new and renewal business. You will handle endorsements and audits, ensuring accuracy and timeliness while maintaining a client-focused approach.

Responsibilities include processing policies and changes, verifying coverages in EPIC, and supporting special projects for the Account Managers. A strong emphasis on confidentiality, deadlines, and teamwork is required.

Qualifications

• High school diploma required; college degree preferred.
• Ability to learn Property and Casualty Insurance in a fast-paced environment.
• Must obtain insurance license within 6–12 months.
• Strong customer service and communication skills.
• Able to handle confidential information and meet deadlines.

Responsibilities

• Process new, renewal, endorsement, and audit tasks.
• Verify policy coverages match apps in EPIC.
• Resolve discrepancies with supervisor as needed.
• Assist Account Manager with projects, mail outs, and submissions.

Skills

Customer service

Teamwork

Communication skills

Attention to detail

Time management

EPIC

Education

High School Diploma

Some college/Associate degree preferred

Tools

EPIC

Job description

Job Description

This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Hands on Training
• Parental Leave
• Disability Insurance
• Life Insurance

Responsibilities

New, Renewal, Endorsement, and Audit

1. Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
2. In processing the new and renewal business or endorsements/changes the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy.
3. If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken.
4. Assist the Account Manager on special projects/mail outs/submissions as needed or requested

Requirements

1. Able to perform in a highly sensitive environment, deal with confidential matters and meet deadline
2. High School Education mandatory with college degree preferred
3. Ability to learn Property and Casualty Insurance in a fast paced environment
4. Requirement of obtaining insurance license within 6 months to 1 year.
5. Ability to operate computers and general office equipment
6. Excellent customer services skills and work ethic required
7. Work well individually and with a team while maintaining a positive attitude
8. Must demonstrate a business professional image and demeanor
9. Must be able to communicate professionally both verbally and in writing
10. Work well under stress and deadlines while managing multiple tasks
11. Attendance and punctuality is an essential function of the job

PHYSICAL REQUIREMENTS

1. Constant use of computer screens
2. Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
3. Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
4. Ability to sit and/or stand for long periods of time during the workday
5. Long periods of typing and repetitive motion
6. Ability to lift and/or move and carry up to 10 pounds