Commercial Assistant

Description:

Assistant Account Manager will support Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures.

Duties/Responsibilities:

Servicing/Customer Service

• Maintain accurate and current detail information in the Applied EPIC system.
• Submitting applications to the market with follow-up to ensure timely receipt of quotations.
• Reviewing audits and policies.
• Order and issue binders and endorsements.
• Issue Certificates and Evidence of insurance.
• Process incoming mail and phone requests, responding in a timely manner.
• Assist clients in submitting first report of claims.
• Provide clients with invoicing and premium finance options.
• Provide proposals to clients for new and renewed accounts.
• Online rating of quotes.
• Confidentiality and discretion should be maintained at all times.
• Order and send out loss runs as requested.

Teamwork

• Be a cooperative team player with an enthusiastic attitude who is adaptable to new or changing circumstances, with a professional demeanor.
• Have the ability to back up and help other teams, in the Commercial Division, front desk, helping to clear back-log, and taking on projects at the request of the Account Manager.

Personal and Organizational Development

• Must complete all required continuing education hours for the State in which licenses are held, in areas related to your job function (or future position desired). Courses helpful to professional development are always encouraged.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

Requirements:

Required Skills/Abilities

• High School Diploma is required, Account Assistant experience is ideal, with a minimum of 2 years, however, 3 years is preferred.
• Must be a licensed Property and Casualty Broker/Agent.
• Possess excellent technical skills on insurance coverage and markets.
• Have the ability to multitask in a complex working environment with accuracy and proficiency.
• Possess excellent customer service and organizational skills with the knowledge and experience necessary for independent decision making.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to pull or lift up to 15 pounds at times.

Compensation:

The position is in the $60,000 - $80,000 range (depending on experience) + benefits (e.g., medical, dental, vision, PTO, 401k etc.)