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Personal Lines Client Service Assistant

March 20, 2025March 20, 2025

Personal Lines Client Service Assistant

CompanyHUB
LocationTampa, FL, USA, Miami, FL, USA, Winter Park, FL, USA, Tallahassee, FL, USA, Gainesville, FL, USA, Fort Myers, FL, USA, Melbourne, FL, USA, Jacksonville, FL, USA, Plantation, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesAssociate’s
Experience LevelJunior

Requirements

  • Florida 4-40 Customer Service license required; must be willing to obtain 20-44 or 2-20
  • Demonstrated oral and written communication skills
  • Computer proficiency: Microsoft Office Suite, Outlook, etc.
  • Ability to work in a fast-paced environment
  • Demonstrated attention to detail
  • Strong customer service skills
  • Ability to work in a team environment
  • Required Experience: 1-2 years of relevant experience
  • Required Travel: Negligible
  • Required Education: Associate degree (2-year degree)

Responsibilities

  • New Business processing which includes entering information into agency management system, issuing evidences, auto id cards, checking in policies, summary spreadsheets, and policy books
  • Process total account rewrites for account managers
  • Invoice policies and endorsements
  • Processing endorsements
  • Provide support as needed to account managers
  • Working the communication download log daily
  • Maintain department marketing material and internal documents
  • Support advisors on marketing campaigns and events
  • Back-up receptionist as needed
  • Other responsibilities as assigned by the manager

Preferred Qualifications

    No preferred qualifications provided.


TaggedAssociate'sCustomer Success ManagementFinance & Operations & StrategyHUBJuniorSales & Account Management

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