Personal Lines Account Assistant

The Position:  You are the backbone and the foundation of our personal lines department. Attitude and effort are everything at Security First Insurance Agency and if you believe you can create a following of raving fans from the clients you serve and those you work with, then this might be the right place for you.

Description of Work:

New Business:

  • Assist production unit in development of new accounts.
  • Utilize word processing for proposals, certificates and ordering ID cards.
  • Prepare proposal, complete fact find opportunities, communicate with underwriting.

Renewal Business:

  • Assist in monitoring renewal deadlines for assigned accounts.
  • Initiate renewal communications for renewals by proactively contacting assigned clients per agency procedure.
  • Remarket renewal applications utilizing Vertafore PL Rating Systems and verifies accuracy of information.
  • Obtain additional information needed by carriers to provide quotes.
  • Prepare proposals, complete delivery to client and follow-up to ensure exceptional client experience.

Customer Service

  • Issue ID cards.
  • Answer telephone and provides basic customer service including information on billing, coverage, and change requests.
  • Assist production unit in special projects related to sales and/or servicing.
  • Update Vertafore AMS360 management system with all necessary database changes and utilize this system to produce change requests and suspense items in accordance to department timeframes.
  • Data entry, including endorsements, and basic client information from producer or customer.
  • Prepare letters of explanation to insured to accompany policy documentation.
  • Follow up on late payments from customers and cancelation notices from finance companies.
  • Follow up and communicate with clients and adjusters regarding claim status and progress.
  • Follow up on suspense items.
  • Other duties as required.

Desired Skills

  • High School diploma or general education degree, college education preferred
  • 1-2 years of experience and/or training in personal lines of insurance, independent agency experience preferred
  • Colorado Property and Casualty License
  • Experience with AMS360 preferred


  • Competitive Salary
  • Health Benefits
  • 401(K)
  • Paid Time Off
  • Holiday Pay
  • and more