Personal Lines Assistant
The James Allen Companies Inc.
- Enter customer, prospects into EPIC including, contact information, attachments, and activities, as necessary.
- Adhere to the PL workflow for new business, endorsements, and cancellation activities, including attachment ‘proper naming convention’.
- Process endorsements, New Business and Excess Lines policies as requested.
- Enter quotes and marketing as needed.
- Endorsements include new vehicle transactions from dealers/leasing agents, mortgage requests and certain coverages changes.
- All changes and new business requests will be requested by the AE accordingly.
- I will train on the EPIC system and companies as needed.
- Knowledge of PL insurance is a plus but not mandatory.
- Knowledge of company websites and specific coverage is a plus but will be trained.
- Assist in answering the phones and taking billing calls as needed. This also includes assisting customers with billing related issues.
- Processing faxes and emails relating to bank and company requests for information or changes.
- CC AE with all correspondence accordingly.
- Check and follow up with expiration lists and request renewals from wholesalers accordingly.
- Check daily log as well and assist with transactions accordingly working with the AE directly.