Assistant to Account Manager (Entry Level) at Linn T. Hodge & Sons

About the Position:

The TA is responsible for assisting the CSR in the servicing of Personal Insurance Policies.  In performing these duties, the TA is expected to meet the agency’s defined standards for client service, professionalism, ethics and work attitude.

About You:

You have superior critical thinking skills, and a high level of intelligence. You view the world optimistically and get along well with colleagues. You are comfortable juggling multiple tasks and can move seamlessly from project to project. More importantly you can grow with us and work as a critical team member in perpetuating our agency as we fully move into our 93rd year of business.

About Linn T. Hodge & Sons:

Linn T. Hodge & Sons is a family-owned, 4th generation insurance brokerage, founded in Nineteen Twenty Nine. We are a premier provider of personal and commercial lines of insurance for individuals, families and businesses. our mission is to provide our clients with the best products to meet their insurance needs, with the most reputable carriers and provide the highest quality of customer service to all clients, specializing in the needs of successful families. We are proud to serve members of the Los Angeles community and beyond. We attribute our success and longevity to our integrity, high ethical standards and commitment to excellent customer service.

Job Responsibilities:

1. Follow agency procedures for processing:
2. New Business
3. Renewals
4. Endorsements
5. Cancellations
6. Audits
7. Billing
8. Certificates
9. Payments
10. Claims
11. Maintain the TAM Agency Management System records in an up-to-date manner.
12. Assist in policy checking and prepare final policy materials for the CSR and/or Producer.
13. Maintain customer files in an orderly manner.
14. Input all commercial new business, renewals, and endorsements (including audits and cancellations) received back from the companies.
15. Request non-premium bearing endorsements as needed.
16. Certificates of Insurance - Assist with certificates of insurance as requested by C/L staff.
17. Follow up on all assigned activities and properly document the follow up in the activity section of TAM. Urgent activities are to be referred to the CSR for immediate follow up and a phone call if necessary.
18. Keep an accurate time sheet noting arrival, break start, break end and departure times if Part-time.
19. Cancellations – Check five days prior to cancellation date. If not paid give to the appropriate Account Representative (CSR/Producer).
20. Run MVR reports when needed and keep all personal MVR information confidential from the employer.
21. Light phone work may be needed, but most communications will be through email.
22. Special tasks as assigned by CLM.

Knowledge. Skills and Qualifications:

Property & Casualty license is preferred, but not required.

Knowledge of State Insurance Laws, P&C coverage definitions preferred, but not required.

One or more years of Technical Assistant experience or 1-2 years agency experience (Preferred).

Strong oral and written communication abilities. Training/development skills required.  Able to organize, coordinate and direct workflow.  Able to use all related hardware and software.

Intermediate knowledge of the TAM system is Preferred, but not required.

Reliable, dependable, trustworthy and discreet.

Compensation & Benefits:

.  Full Time position

. $18-$20 depending on experience. Higher if experienced with P&C Insurance License Status

. 100% paid PPO/HMO medical insurance

. Yea rend profit sharing and bonus, depending on company performance

. 15 Vacation days for Full time.

. Forty-Eight paid sick leave hours annually

. Send us your CV, so we can make you a competitive offer today!

EOE

NO PHONE CALLS PLEASE