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Assistant Account Manager
2 months ago
Primary Purpose : Provide professional service to new and existing clients by assisting the account manager/account executive/team leader and process their requests in a timely and accurate manner.
Essential Responsibilities
Process audits and endorsements
Check and attach insurance policies in Epic
Assemble client’s insurance policies for delivery
Process and issue proofs of insurance (certificates, evidence of property)
Process endorsement requests, direct bill cancellations and reinstatements
Obtain loss runs, endorsements, billing, etc. from carrier websites
Attend office/team meetings as necessary
Participate in carrier website training
Handle other duties as assigned
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
Minimum Required Skills And Competencies
Experience working in an office setting.
Attention to detail.
Strong communication skills.
Dependability and punctuality.
Experience with Microsoft software to include Outlook, Word, and Excel.
Desired Skills And Competencies
Active P&C License
Prior personal or commercial insurance experience
Prior Experience working with insurance software, preferably Applied Systems
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