Assistant Account Manager, HeffDirect Commercial Lines

Heffernan Insurance Brokers•Walnut Creek, CA

17d•$50,000 - $60,000•Remote

About The Position

Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its small business Commercial Lines team, HeffDirect. This is an entry level position that does require some insurance experience. Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.

Requirements

High School graduate 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.
Professional demeanor and behavior.
Must maintain a positive attitude and sense of humor!
Professional demeanor and behavior required, as referenced in the Heffernan core values (Habits).

Nice To Haves

Bachelor’s degree preferred.
Experience working in an office environment preferred.
Some Insurance experience is preferred.
An active P&C license is preferred.

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.