Personal Lines Account Executive Assistant | Morristown, NJ

Detailed Information

  • Location: Denville, NJ

  • Company: Otterstedt Insurance Agency

workflow that enables our account executives to be more pro-active and consultative in the handling of their book of business. This will also enable us to account round and cross-sell, which will improve agency sales, retention and profitability. To achieve this goal we are looking at adding an account executive assistant.

The duties of the assistant will be as follows: Processing all non-premium endorsements for the clients, including entering data into Applied, making the changes in the company websites and following up on the open activities. Following up on pending cancellations by checking company sites before cancellation and involving the AE on those that have not been paid as

of the follow up date on the CNPF. Reviewing Expiration Clean up sheets to make sure that any policies that should show as renewed are properly entered and giving back to the AE those items that need more involvement.

Reviewing Excess and Surplus lines renewal expiration sheets to put an activity in for the AE to follow up on @ 30 days prior to expiration so that these policies don't get overlooked. Special company lists and projects assigned by the branch manager that need to be worked on (ie Chubb deductible list). This position does not require an insurance license, but is encouraged.

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