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Commercial Lines Account Manager Assistant

1 month ago


San Diego, California, United States Flex Employee Services Full time
Job Title: Commercial Lines Assistant Account Manager

We are seeking a highly skilled Commercial Lines Assistant Account Manager to join our team at Flex Employee Services.

Responsibilities:

Renewal Process Responsibilities:

  • Assist in the completion of processing certificates, endorsements, audits, policies, and invoicing.
  • Process the Account Manager's mail, faxes, emails, and attach to Epic in a timely manner. Update Epic with any policy changes.
  • Assist the Account Manager in the marketing process, ordering loss runs, MVRs, follow up for renewal quotes, rating online, and updating Epic.
  • Perform other duties as assigned by Account Managers or Management.
  • Seek advice from Account Manager with any problems with their accounts.

Additional Functions:

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

Qualifications:

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

Why Choose Us:

At Flex Employee Services, we offer a dynamic and supportive work environment that fosters growth and development. Our team is committed to delivering exceptional results and providing outstanding service to our clients.