Assistant Account Manager
4 weeks ago
Job Description
Job 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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