Office Administrator
2 weeks ago
Company Description
Ames & Gough is an industry-focused specialty insurance brokerage founded in 1992. With offices in McLean, VA, Boston, Orlando, FL, Philadelphia, PA, and Washington, D.C., we serve clients domiciled in 50 states and consult on risk and insurance issues globally. Our CLIENT FIRST philosophy is built on industry expertise, service by senior professionals, strategic advice, and client advocacy. By offering quality people with decades of industry-specific experience, we are dedicated to helping our clients grow and earn more profit.
Position Overview: The primary focus of this position is to provide support services to our brokers, client executives, senior account managers and account managers with regard to insurance placement-related activities, which may include property/casualty, professional liability, and management liability lines of coverage. Additionally, there will be assigned accounts where processing daily certificates will be required.
Responsibilities: Provide administrative support to Brokers, Client Executives, Sr. Account Managers and Account Managers in servicing the insurance needs of clients including:
- Maintain all client files both in EPIC and AG Corporate, as appropriate
- Support the policy renewal process including:
- Assist with creation and maintenance of exposure workbooks or renewal
- questionnaires
- Help pre-fill any additional applications and submission materials
- Order loss runs, experience modification worksheets, MVRs and organize as
- necessary
- Prepare premium finance quotations (and agreements) as needed
- Preparation of invoices and binders
- Enter all data into EPIC following established procedures to ensure up-to-date
- client file
- Work with Modmaster to organize experience mod worksheets at renewal
- Assist with policy review against expiring policy wording, insurer quote and A&G standards
- Prepare renewal batch certificates of insurance to include rolling over endorsements for the new policy term
- Assist with claim reporting and any insurer audits (as requested)
- Process endorsement requests including coordinating with insurers, invoicing and sending to clients.
- Follow up for outstanding payments from a client
- Process daily certificates for specifically named accounts
In addition, individual shall also provide other administrative, client service and sales support.
Job Requirements: Insurance experience is not necessary but would be ideal if there was 2-4 years of commercial insurance-related experience and possess the following capabilities. A college degree is not required but is a plus. Individual should maintain a P&C license in their home state.
- Good communication skills- written and oral-to ensure effective interaction with underwriters, team members, and clients.
- Technologically proficient including use of Microsoft Office Suite and other software and ability to learn EPIC agency management system and other programs in support of our client service
- Ability to maintain positive relationship with staff, clients and vendors as well as work in a team environment
- Client-focused and highly motivated in a fast-paced environment
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