Personal Lines Service Assistant jobs in United States
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Heffernan Network Insurance Brokers ยท 1 day ago

Personal Lines Service Assistant

positionTracy, CA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$40K/yr - $55K/yr

Heffernan Network Insurance Brokers is seeking a Personal Lines Service Assistant to support Account Managers and Producers with clerical tasks related to account servicing. The role involves processing insurance documents, handling client correspondence, and completing special projects as assigned.

FinanceInsuranceSmall and Medium Businesses

Responsibilities

Processing Evidences & Certificates of Insurance
Claim Reporting and/or Follow-up
NOC Processing - Non-Renewals/Non-Pay
Endorsement Processing
Invoicing - as assigned
Billing Questions
Obtain MVR/CLUE Reports
Attaching Correspondence in Agency Management System
Manual Renewal Processing
LPR Processing
Pulling Policies & Auto ID Cards
Email/Phone Correspondence with Clients - as directed
Un-routed Attachments
Prepare Spreadsheets, letters, and mailings as directed
Scanning Duties - including photocopying and faxing as directed
Input New Prospects/Clients Information - as directed
Processing PL Carrier docs - as applicable
Special Projects and other duties - as assigned

Qualification

Microsoft OfficeOffice experienceTeam collaborationEffective communicationAttention to detail

Required

Education - High School graduate/GED required
Working knowledge of Microsoft Office - particularly Outlook, Word, Excel & PowerPoint
Must be organized and capable of managing time effectively to meet deadlines
Must communicate effectively, both in spoken and written forms
Maintain effective communication in all forms, including email
Must work well in a team-based environment - collaborate with peers and be able to take direction from supervisors
Other key competencies include flexibility, adaptability, attention to detail, and being a self-starter

Preferred

Experience working in an office & team environment is preferred
Industry experience is preferred but not required

Benefits

Discretionary annual incentive program

Company

Heffernan Network Insurance Brokers

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Heffernan Network Insurance Brokers helps small insurance agencies grow. It is a sub-organization of Heffernan Insurance Brokers.
dateFounded in 2017
location
Walnut Creek, California, USA
people-size11-50 employees
web-link
https://www.heffnetwork.com

Funding

Current Stage
Early Stage

Recent News

PR Newswire
Heffernan Network Insurance Brokers Debuts New Website
2025-08-21
PR Newswire
Heffernan Network Insurance Brokers Acquires Barbary Insurance Brokerage
2023-06-27
PR Newswire
OLI Insurance Services announces company rebrand to Heffernan Network Insurance Brokers
2022-02-09
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