Assistant Account Manager

4 weeks ago


Pleasanton, United States One Risk Group LLC Full time
Job DescriptionJob Description

MAJOR RESPONSIBILITIES

·         Process certificates at the direction of the Account Manager

·         Follow up with carriers for receipt of endorsements

·         Review and process endorsements, invoicing where necessary and updating data management system with the changes made by the endorsement

·         Process final audits at the direction of the Account Manager

·         Order Loss Runs

·         Follow up with WCIRB for ex mod worksheets

·         After binding, update data management system with policy numbers, coverages to match those bound and invoice.

·         Order MVRs at the direction of the Account Manager

·         Check carrier sites for cancellations and notify clients when necessary

·         Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts

·         Regularly shares knowledge and skills with others

·         Other projects as needed

 

PROFESSIONAL DEVELOPMENTS

·         Remains informed regarding industry information, new product information, legislation, coverage, and technology

·         Expected to further industry education through courses with intent to pursue an industry designation

 

SUPERVISION EXERCISED

None

 

QUALIFICATIONS

·         Minimum of three years’ agency experience

·         Valid California State Property & Casualty License


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