Note: The job is a remote job and is open to candidates in USA. Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its small business Commercial Lines team, HeffDirect. This entry level position requires some insurance experience and involves assisting with various account management tasks to support the team and clients.
Responsibilities
- Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's
- Process binders
- Process endorsements
- Process audits after review by the Account Manager
- Invoicing as assigned
- Follow up on claims
- Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals
- Create and maintain mail-merge documents
- Draft proposals
- Process un-routed attachments and carrier document retrieval items
- Respond to client requests in a timely and accurate manner
- Follow up and close open activities in EPIC (agency management system)
- Pursue and obtain P&C license, and other continuing education opportunities
- Thorough documentation with proper E&O procedures must be followed
- Other duties usual to servicing commercial accounts
- Other special projects as assigned
Skills
- High School graduate
- Excellent communication and collaboration skills
- Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
- Must be organized and able to manage time effectively
- Professional demeanor and behavior
- Must maintain a positive attitude and sense of humor
- Bachelor's degree
- Experience working in an office environment
- Some Insurance experience
- An active P&C license
Benefits
- This role will be eligible to participate in an annual bonus program.
Company Overview