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Personal Lines Account Executive Admin – Sheboygan

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The Account Executive Admin supports department efficiency and compliance by providing overall clerical support to the team as well as to the agency. The Account Executive Admin operates as a resource to support the organization in identifying and implementing process improvement opportunities through the tools and methodologies contained in The McClone Way to enable optimal services to be delivered to our clients.

Essential Functions and Responsibilities

  • Responsible for completing assigned tasks in a proactive, timely, effective, and friendly manner
  • Works proficiently and independently in client management database, to include strong documentation of any paper trails and customer interactions
  • Manage workflow through client management database; activities entered and workflow documented while meeting all service standards outlined in the McClone Way
  • Handles and stays current on interactive input into carrier’s system
  • Process all personal lines policy change with carriers, including mortgagee and lien holder changes
  • Process payments for existing insureds
  • Enters personal lines claims into the agency management system for tracking and will assist AE with reporting claims, if requested
  • Develop familiarity with various endorsements, renewals, cancellations, applications, forms, and underwriting requirements
  • Produce auto ID cards, binders, certificates of insurance, and/or other documents as requested
  • Submit towing bills as needed and document in the agency management system
  • Notify clients of expired and upcoming good student discounts
  • Take calls and provide proof of insurance to financial
  • Conduct billing research and follow up with Account Executives on findings
  • Conduct all direct bill notices of cancellations research and create activities when needed in TAM
  • Work directly with insurance carriers to obtain necessary information
  • Perform administrative functions including mailing, faxing, processing incoming PL department mail, and preparing conference rooms for meetings
  • Provide scanning support to all Account Executives and create an activity through TAM
  • Update the McClone Way binders
  • Serves as a back up to the receptionist and mail as needed
  • Maintains a friendly working relationship with all carriers and team members
  • All other duties as assigned


  • High School Diploma or equivalent required
  • Minimum of one year of customer support experience is preferred
  • Experience using Microsoft Excel, Outlook, Word
  • Ability to work independently and as a member of a team
  • Ability to manage multiple tasks simultaneously and work effectively under tight deadlines
  • Excellent written and oral communication skills
  • Excellent problem resolution skills
  • Ability to collect data, establish facts, and draw valid conclusions

Working Conditions

  • Must be able to remain in a stationary position 80% of the time
  • Needs to occasionally move about inside the office to access files cabinets, office equipment, etc.
  • Constantly operates a computer and other office equipment (calculator, copy machine, etc.)
  • Work takes place in a well-lighted, heated, and/or air conditioned indoor office setting with adequate ventilation

This job description reflects management’s assignment of essential functions and nothing in this herein restricts management’s rights to assign or reassign duties and responsibilities to this job at any time.

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