[Remote] Assistant Account Manager, Commercial Lines
Note: The job is a remote job and is open to candidates in USA. Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This entry-level position requires some insurance experience and an active P&C insurance license, focusing on client service and account management tasks.
Responsibilities
- Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's
- Process binders
- Process endorsements
- Process audits after review by the Account Manager
- Invoicing as assigned
- Follow up on claims
- Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals
- Create and maintain mail-merge documents
- Draft proposals
- Process un-routed attachments and carrier document retrieval items
- Respond to client requests in a timely and accurate manner
- Follow up and close open activities in EPIC (agency management system)
- Thorough documentation with proper E&O procedures must be followed
- Other duties usual to servicing commercial accounts
- Other special projects as assigned
Skills
- Some insurance experience
- Active P&C insurance license
- High School graduate/GED
- Excellent communication and collaboration skills
- Working knowledge of MS Office (Excel, Outlook, and Word etc.)
- Must be organized and able to manage time effectively
- Professional demeanor and behavior
- Experience working in an office environment
Benefits
- This role will be eligible to participate in an annual bonus program.
- Comprehensive benefits package designed to promote well-being, growth, and long-term success.
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