Personal Lines Account Executive Assistant

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.

Time Type

Full time

This is an in-office position.

Department

900 Insurance Administration

Job Summary

Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive.

Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

Primary Responsibilities

• Support Account Executive with day-to-day service needs for clients
• Support Account Executive with marketing for new and renewal coverages
• Support Account Executive with claim and cancellation activities for client

Detailed duties

• Process Certificates and Evidences of Property with Account Executive oversight
• Issue Auto ID cards
• Add/Remove Lienholders
• Maintain accurate client data in agency management system (AMS)
• Request/follow up/complete/deliver client change requests from carriers/brokers
• Ensure AMS policy, applications, transactions are updated based on changes
• Prepare/Follow-up on policy cancellations forms
• Notify AE of any cancellations
• Request MVRs as directed
• Quote and issue premium finance notes as directed by Account Executive
• Input data into AMS to create client files and policies
• Complete policy checklists as directed by Account Executive
• Pull endorsements and policies from carrier websites
• Create house/property valuations
• Gather Renewal Supplemental applications as directed by Account Executive

Knowledge, Skills and Abilities:

• Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
• Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions

Education:

· Prefer high school diploma or equivalent