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Do you bring at least 2 years of customer service experience? Have you been looking to transition your skills into a new industry line? We are seeking Personal Lines Assistants for a recognized insurance company in Tampa, FL!

This role will start on-site, Monday - Friday and transition to a hybrid schedule after the first 90 days.

Description:

The Personal Lines Assistant is responsible for assisting Account Executives, Account Managers and Producers with the servicing of tasks in accordance with the practices, policies and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prepares and coordinates all transactions, paperwork, and internal processing for assigned tasks, including but not limited to:

• Certificates of Insurance, Certificate Holder Updates, Motor Vehicle Reports, Cancellations Notices

• Loss Runs- On Demand and Scheduled

• Policy Binders

• Endorsements and Audits

• Invoicing

• Prepare Renewal Kit

• Create Renewal Submission Applications

• Proposal Preparation

• Prepares certificates of insurance and certificate holders updates as required

• Orders and processes scheduled loss runs and on demand loss run requests

• Processes direct bill and agency bill endorsements and audits

• Prepare renewal submission applications

• Provides quality customer service to clients, team members, and carriers

• Prepares policy binders for delivery to clients

• Maintains an accurate suspense system on all items that require a response

• Responsible for scanning communications and documents

• Input/maintain data on account management system and ancillary systems as required

Additional Skills & Qualifications:

• Insurance agency or broker experience preferred, but not required

• Exceptional customer service skills, 2+ years of experience

• Excellent organizational, interpersonal, communication skills

• Proven ability of working in a successful team environment

• Strong data entry skills

• Ability to exercise independent judgment

• Proficient in Microsoft Word, Excel, Outlook, and internet utilization

• EPIC Agency Management System experience preferred but not required

• FL P&C License (2-20 Preferred or Willingness to Convert 4-40 to 2-20)

  About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

• Hiring diverse talent

• Maintaining an inclusive environment through persistent self-reflection

• Building a culture of care, engagement, and recognition with clear outcomes

• Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.