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Job Information
Aston Carter Personal Lines Account Assistant in Tampa, Florida
Do you bring at least 2 years of customer service experience? Have you been looking to transition your skills into a new industry line? We are seeking Personal Lines Assistants for a recognized insurance company in Tampa, FL!
This role will start on-site, Monday - Friday and transition to a hybrid schedule after the first 90 days.
Description:
The Personal Lines Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to:
Certificates of Insurance, Certificate Holder Updates, Motor Vehicle Reports, Cancellations Notices
Loss Runs- On Demand and Scheduled
Policy Binders
Endorsements and Audits
Invoicing
Prepare Renewal Kit
Create Renewal Submission Applications
Proposal Preparation
Prepares certificates of insurance and certificate holders updates as required
Orders and processes scheduled loss runs and on demand loss run requests
Processes direct bill and agency bill endorsements and audits
Prepare renewal submission applications
Provides quality customer service to clients, team members, and carriers
Prepares policy binders for delivery to clients
Maintains an accurate suspense system on all items that require a response
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Additional Skills & Qualifications:
Insurance agency or broker experience preferred, but not required
Exceptional customer service skills, 2+ years of experience
Excellent organizational, interpersonal, communication skills
Proven ability of working in a successful team environment
Strong data entry skills
Ability to exercise independent judgment
Proficient in Microsoft Word, Excel, Outlook, and internet utilization
EPIC Agency Management System experience preferred but not required
FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
Diversity, Equity & Inclusion
At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:
Hiring diverse talent
Maintaining an inclusive environment through persistent self-reflection
Building a culture of care, engagement, and recognition with clear outcomes
Ensuring growth opportunities for our people
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.