About the job:
Rosselle Consulting is an independent outsourced risk management firm located in Gainesville, Florida. We are a fee-for-service firm and do not sell or profit from the sale of insurance. We are a small company of fewer than 20 employees seeking someone to assist with the management and maintenance of personal lines accounts while supporting the Personal Lines Account Manager.
Rosselle Consulting currently manages approximately 50 clients. In order to serve as a true risk manager for our clients, we also review the personal lines policies of business owners and key individuals. While Rosselle Consulting does not write insurance policies, we work closely with insurance agencies to ensure policies remain in force and provide the best coverage possible.
This is a salaried position with working hours from Monday through Friday, 8:00am to 12:00pm and 1:00pm to 5:00pm.
As a Personal Lines Account Assistant, your essential day-to-day duties would include:
- Work closely with the Personal Lines Account Manager to determine what actions are needed to provide the best insurance protection for each client.
- Communicate with clients to gather exposure information and underwriting details needed for renewals, marketing, and policy updates.
- Assist with daily account activity, including responding to client questions, helping coordinate claims assistance, and maintaining follow-up procedures.
- Support the renewal process by gathering information, coordinating with agencies, and assisting with quote comparisons and coverage analysis.
- Use the project management system to maintain an accurate suspense and follow-up system.
- Assist with reviewing insurance policies and endorsements to confirm accuracy and communicate with agencies regarding any needed corrections.
- Maintain and track follow-ups on outstanding items from clients and insurance agencies to ensure policies, renewals, and documentation are completed in a timely manner.
- Act as a liaison between clients, agencies, and claims adjusters to help ensure claims are handled in a timely manner.
- Assist with maintaining accurate records and documentation for client files.
- Provide additional support to the Personal Lines Account Manager as needed.
- Follow company systems, procedures, and insurance industry regulations while providing weekly updates on the status of assigned tasks and projects.
- This position requires strong attention to detail, excellent organizational skills, and the ability to manage multiple follow-ups and deadlines while maintaining accurate client records.
The essential duties outlined above reflect general details necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility. It should not be considered an all-inclusive listing of job duties and expectations. Individuals may perform additional duties as assigned, including work in other functional areas to cover absences, equalize peak work periods, or otherwise balance the workload.
Qualifications
- Preferred experience with insurance or insurance-related matters (such as working with policies at an insurance agency, managing policies for a business, or related administrative experience).
- Ability to exercise independent judgment.
- Excellent organizational, interpersonal, and communication skills.
- Proven ability to work successfully in a team environment.
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization.
Benefits
- Company paid medical insurance
- Paid Time Off (PTO)
- Medical Time Allowance (MTA)
- Paid holidays (including a free “Shopping Day” and birthday day off)
- Retirement account with company matching
- Company paid disability policy
- Company paid vision insurance
All job offers are contingent upon successful completion of motor vehicle record and background checks, which, unless prohibited by applicable law, may include criminal history checks, employment verification, and education verification. A successful candidate will go through a series of interviews followed by a three-month trial period.
