Assistant Account Manager

Responsibilities

• Timely and accurate completion of tasks as assigned by the Account Manager.
• Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing.
• Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries.
• Research/investigate issues as needed (for instance, Experience Modification Factor changes)
• Set up new clients in Epic as necessary
• Transmit insurance policies to clients and check the policies for accuracy prior to transmitting.
• Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members.
• Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows.

Qualifications

• Bachelor’s Degree
• Minimum 2-4 years’ experience in a similar position at a P&C agency
• P&C License preferred. Must obtain after hired if not currently licensed
• Prior experience working within an Agency Management System, preferably EPIC
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic