Job Description

Front Desk / Personal Lines Account Assistant

Job Summary

Seeking a dedicated and professional Front Desk / Personal Lines Account Assistant to join a growing team. This role is pivotal in ensuring smooth front desk operations while providing support for Personal Lines account management. The ideal candidate will possess a Property & Casualty (P&C) license, have experience in a similar role, and demonstrate exceptional organizational and interpersonal skills.

Compensation Package

• Salary Range: $50,000 – $65,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Serve as the first point of contact at the front desk, handling phone calls and managing day-to-day administrative tasks.
• Provide support for Personal Lines account management, including quoting new and renewal business.
• Maintain and manage accounts ranging from $1,000 to $10,000 in size.
• Utilize EPIC software for account management and administrative tasks.
• Represent the company in community events and organizations, fostering positive relationships and promoting the company’s presence.
• Collaborate with team members to ensure seamless operations and exceptional customer service.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Prior experience in a similar role is preferred.
• Technical Skills: Proficiency in EPIC software is highly desirable.
• Soft Skills:
  • Strong teachability and willingness to learn.
  • Excellent communication and interpersonal skills.
  • A proactive approach to problem-solving and multitasking.
  • A positive attitude and ability to work collaboratively in a team environment.
  • Interest in community involvement and networking.

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