Personal Lines Service Assistant

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. 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 Skills 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 Experience working in an office & team environment is preferred Industry experience is preferred but not required Benefits Discretionary annual incentive program Company Overview Heffernan Network Insurance Brokers helps small insurance agencies grow. It is a sub-organization of Heffernan Insurance Brokers. It was founded in 2017, and is headquartered in Walnut Creek, California, USA, with a workforce of 11-50 employees. Its website is