What are the responsibilities and job description for the Personal Lines Processor position at United Insurance?
Description
Estimated salary (if shown) is AI generated through Indeed. Pay is based on experience and will be discussed during the interview process.
POSITION SUMMARY
The Personal Lines Account Processor works to maintain a high level of customer service to help assist the Account Manager who services and helps to retain established accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:
- Maintaining a professional connection between the Account Manager and within the agency.
- Pull declaration pages to process all workload, compare and make detailed notes in policy downloads.
- Review and process renewal downloads using personnel and procedures in place for support.
- Review policy change downloads and confirm policy changes have been completed as requested to the carrier.
- Communicate with the Account Manager regarding policies or any concerns on the account.
- Respond to daily telephone calls and/or emails regarding policies.
- Keep records of activity documenting file with details for follow up.
- Performing other duties as assigned
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
NOTE
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Requirements
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- Ability to multitask
- Self-motivated
- Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
- Excellent oral and written communication skills
- Excellent customer relationship skills
- Positive, friendly, and professional attitude