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Commercial Lines Assistant Account Manager
4 weeks ago
Heffernan Insurance Brokers is seeking an Assistant Account Manager to join its Commercial Lines team. This entry-level position does not require insurance experience, but it's a plus. We're looking for an intelligent self-starter who is eager to build a career with plenty of upward mobility.
Key Responsibilities:
Process renewal workflows as assigned by Account Managers.
Order loss runs, update applications, and update existing SOVs, spreadsheets, and MVRs.
Process binders, endorsements, and audits after review by the Account Manager.
Invoicing as assigned.
Follow up on claims and coordinate Certificates of Insurance and Evidence of Insurance issuance.
Create and maintain mail-merge documents and draft proposals.
Process un-routed attachments and carrier document retrieval items.
Respond to client requests in a timely and accurate manner.
Requirements:
High School graduate or GED required.
Experience working in an office environment is preferred.
Excellent communication and collaboration skills are required.
Working knowledge of MS Office (Excel, Outlook, and Word, etc.).
Must be organized and able to manage time effectively.
Professional demeanor and behavior are required, as referenced in Heffernan's core values.
Compensation:
The base salary range for this position is $55,000 to $65,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details can be found at Heffernan's website.
Working Conditions:
Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.
