Commercial Lines Assistant Account Manager

2 months ago


San Diego, United States Flex Employee Services Full time
  • TITLE: Commercial Lines Assistant Account Manager
  • TERMS: Contract to Hire
  • LOCATION: San Diego, CA 92108 - ONSITE (Will entertain Hybrid or Remote for the right candidate)
  • HOURS: Monday- Friday 8:00 AM - 5:00 PM
  • RATE: $30.00-$36.00 (Hourly Based on Experience)
  • REFERRAL BONUS: $500


RESPONSIBILITIES:


Renewal Process Responsibilities:

1. Assist in the completion of processing certificates, endorsements, audits, policies, and invoicing.

2. Process the Account Managers mail, faxes, emails, and attach to Epic in a timely manner. Update Epic with any policy changes.

3. Assist the Account Manager in the marketing process, ordering loss runs, MVRs, follow up for renewal quotes, rating online, and updating Epic.

4. Perform other duties as assigned by Account Managers or Management.

5. Seek advice from Account Manager with any problems with their accounts.

Additional Functions:

1. Communicate with co-workers in a courteous and professional manner in order to provide continuity, uniform procedures and agency-wide communication and high morale.

2. Participate in monitoring adherence to professional standards and procedures


Qualifications

  • 3 years' commercial lines support experience
  • EPIC is a MUST
  • Active P&C License


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