Description
The Personal Lines Associate supports the Personal Lines Account Manager by providing excellent customer service, processing transactions, preparing proposals, and building relationships. Key responsibilities include screening calls, reviewing mail/faxes, responding to various requests like ID card issuance and billing issues, assisting with policy-related tasks, documenting client interactions, improving workflow documentation, developing expertise in the EPIC system, communicating quotes, acting as a gatekeeper for information escalation, expanding insurance knowledge, entering quotes into PL Rater, preparing proposal documents, covering for Account Managers when absent, and meeting job expectations.
