Assistant Account Manager, Personal Lines

Heffernan Insurance Brokers•Walnut Creek, CA

About The Position

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. Heffernan is looking for an intelligent self-starter seeking a career path with plenty of growth potential. The primary function of a Personal Lines Assistant Account Manager is to assist Account Managers and Producers in clerical functions related to account servicing. With direction from an Account Manager and/or Producer, these administrative functions include working with insurance carriers to process endorsements, retrieve policy coverage information, and other related servicing requests.

Requirements

High School graduate/GED required.
Excellent communication and collaboration skills required.
Working knowledge of MS Office (Excel, Outlooks, and Word etc.)
Must be organized and able to manage time effectively.
Must embody the Heffernan Habits as referenced herein.

Nice To Haves

Experience working in an office environment preferred.
Insurance experience is not required, but a plus!

Responsibilities

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, certificates, 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.