Commercial Lines Account Management Associate
2 weeks ago
Heffernan Insurance Brokers is seeking a dedicated Assistant Account Manager to support its Commercial Lines division. We are in search of a proactive individual eager to build a career with significant growth potential.
Key Responsibilities:
- Manage the renewal processing workflow as directed by Account Manager(s), including ordering loss runs, updating applications, and maintaining spreadsheets.
- Handle the processing of binders and endorsements.
- Conduct audits following Account Manager review.
- Assist with invoicing tasks as assigned.
- Follow up on claims to ensure timely resolution.
- Coordinate the issuance and renewal of Certificates of Insurance and Evidence of Insurance.
- Create and manage mail-merge documents for client communications.
- Draft proposals for client accounts.
- Process un-routed attachments and retrieve necessary carrier documents.
- Respond promptly and accurately to client inquiries.
- Track and close open activities within the EPIC agency management system.
- Pursue and secure a Property & Casualty license along with ongoing educational opportunities.
- Ensure thorough documentation in compliance with E&O procedures.
- Perform additional duties related to servicing commercial accounts as needed.
- Engage in special projects as assigned.
- High School diploma or GED is required.
- Preferred experience of at least 1 year in the insurance sector.
- Experience in an office setting is advantageous.
- Strong communication and teamwork skills are essential.
- Proficiency in MS Office applications (Excel, Outlook, Word, etc.) is required.
- Ability to stay organized and manage time effectively.
- Exhibit a professional demeanor and behavior in line with company values.
The salary range for this role is between $50,000 and $60,000, influenced by geographic location, relevant knowledge, skills, and experience. This position may also qualify for an annual discretionary incentive program. Heffernan provides a comprehensive benefits package, details of which are available upon request.
Company Culture:
Our organizational values are reflected in the following principles:
- Respect and Collaboration: Building strong relationships through mutual respect is vital.
- Integrity: We prioritize doing good for our clients, our company, and our communities.
- Client Engagement: Understanding and nurturing client relationships is key to our success.
- Workplace Enjoyment: Fostering a fun and engaging work environment enhances our service delivery.
- Responsiveness: Being available and responsive to both clients and colleagues is essential.
- Accountability: Owning our mistakes and learning from them is crucial for growth.
- Diversity and Inclusion: We celebrate our differences and strive to create an inclusive environment.
- This role typically involves working indoors, either seated at a desk or standing for extended periods.
- Daily tasks will require the use of computers, keyboards, mice, headsets, printers, and other standard office equipment.
- Flexibility in working hours may be necessary to meet business needs.
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