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Office Assistant

Office Assistant
Express Employment Professionals    |    East Amherst, NY 14051    |   Posted 2/17/2017
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Insurance Personal Lines Account Manager


Express Employment Professionals is currently assisting a local East Amherst, NY Insurance agency in recruiting for a Personal Lines Account Manager.


Immediate Start/Compensation package based on experience

Excellent Full Time Career Opportunity!!!!



Position Summary: Receives and processes customer requests for coverage, claims, billing and other demands from clients and company representatives. Consults with existing clients to expedite required documentation to solve problems or accomplish goals in a timely manner by performing the following duties. Assist in production of new accounts and retention of existing accounts.



·         Receives customer inquiries and complaints via telephone, mail, e-mail or walk-in.

·          Processes customer information as quickly as possible to enhance the agency’s image with the customer. Renewals, endorsements, cancels processed within 5 days of receipt., etc.


·         Analyzes customer accounts and makes any corrections and/or modifications to the file.* This would include educating the insured on coverage gaps


·          Applies knowledge about the insurance products and services to best meet customer needs, to have the insured avoid gaps in his coverage


·          Traces and expedites late orders to maintain the agency’s image with the customer.*


·          Reviews renewal policies for accuracy, recommends changes or improvements to the total account and suggests or offers additional coverage’s, products or remarket as needed, processing within 5 days of receipt.*


·          Processes applications and other required forms for submission on all new clients or transfer policies for existing clients.* Applications should be uploaded while the client is in the office, so as to avoid any change in premium or denial in coverage


·          Issues binders and certificates as well as changes requests and all required forms for clients and companies.*


·          Completes claim reports and follows up on open claims as needed.*


·          Completes questionnaires for new accounts or policies, rate coverage’s or policies and verifies underwriting eligibility.*


·          Maintains AMS360 in an orderly and accessible manner with client contact sheets, lists of insurance and claim history records.*


·          Review existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal


·         . Actively seeks referrals from current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.


·          Scans and files documents pertinent to the clients file.* This is only if urgent. Balance of scanning should be done by the receptionist.


ACCOUNTABILITIES include the following, other accountabilities may be added.

 All renewals are process within 5 days of receipt

 Review LPR’s within 24 hours and contact client

 Minimum 5 touches per week to account round, cross sell and upsell

 Round and cross sell every call



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



NYS Property & Casualty License.  Minimum 1-2 years experience.




Special Skills:

Oral communication skills,

Written communication skills

Telephone etiquette

Customer relations

Customer service


Computer literacy


Time management

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word; Microsoft Excel and internet software.

Work Environment: Fast paced multi-tasking environment




Express Employment Professionals

908 Niagara Falls Blvd., Suite 206(Wurlitzer Building)

North Tonawanda, NY  14120

716 389-2901


Apply on-line:  expressNiagararany.com






Employment Type: Full Time, Employee
Base Pay: Based on Experience
Education: Certification
Experience: 1+ to 2 Years
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Express Employment Professionals

Express was founded in 1983 and has more than 760 office locations in the U.S., Canada, and South Africa. Express puts people to work, employing a record 500,002 people in 2015. Its long-term goal is to put a million people to work annually.

Express is committed to the vision of helping as many people as possible find good jobs by helping as many clients as possible find good people. Our offices offer a full range of employment solutions, including evaluation hire, temporary staffing, professional search, and human resources, focusing on a wide range of positions, including professional, commercial, and administrative. For more information, contact an office near you.