FULL TIME, ANY OFFICE LOCATION
To provide quote assistance for the Personal Lines Account Managers and Sales Executives. Assist the sales team with reaching their monthly sales goals by supporting the administrative tasks after a policy is quoted. The PL Support Administrator will handle the file from acceptance to issuance.
Underwrite and quote new and renewal business policies for placement
Assist producer with DocuSign related to completed applications.
When the DocuSignis first sent out, sales support will call the client to advise that it has been sent.
Provide flood waiver and home/fire/auto waivers to client, if not already obtained.
Assist with obtaining alarm certifications and good student driver certificates, if applicable.
In an effort to assist with managing workload and forecasting, change prospect to contracted in EPIC and detail the policy screen from NBQ to NEW at the time the applications are received.
Contact bank representative to obtain mortgagee clause and loan number
Send out Evidence of Insurance (EOI) to bank
Follow up and confirm closing
Bind policies, make payments, and confirm payments post to avoid policies cancelled.
SBAS (Application Submitted to Carrier for Download) activity
Enter New Client Onboarding Activity (NCOB)
Assist with the DocuSign of LPR’s (Loss of Policy Release) If an LPR has never been received by prior agent, send one additional copy if requested by insured.
Assist with the DocuSign of BOR’s (Broker of Record): set a follow up activity for PL Account Technician PRIOR to renewal to make sure BOR was received, and status stays as BOR.
Assist with completing Registration and Title Application (RTA) forms for clients
Assist with the receipt of 2A forms. If a customer didn’t receive a 2A form back, outreach on behalf of the client to resolve is required.
Assist Account Managers with sending Evidence of Insurance (EOI) and completing policy changes should time permit.
Assist with closing opportunities that are sold only. “Not sold” should go back to the producer to set for future follow up.
Check client record in EPIC to see if we obtained email and best number to call. If missing, reach out to sales producer for them to obtain.
Maintain a cheerful attitude while answering all inbound calls and addressing customer or sales team needs
Other duties as assigned.
Qualifications and Skills:
High School diploma or equivalent
Experience working in an office environment
Prior experience with Applied Epic a plus
Strong attention to detail
Able to work in a fast-paced office and be a quick learner
Must be able to multi-task and be a team player
Ability to work well in a team environment
Must be able to prioritize and have great time management skills
Must have solid computer skills and have good phone etiquette
Must have excellent verbal and written communication skills with a clear and friendly speaking voice
Demonstrated ability to assist sales team with any additional work as needed with a can-do attitude.