Assistant Account Manager

EPIC Brokers • Alpharetta, GA

6d • Hybrid

About The Position

As an Assistant Account Manager in Mid South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

Requirements

• Possess excellent written, verbal, listening and organizational skills.
• Strong Language, Mathematical, Analytical and Reasoning ability.
• Must be able to work within a team environment.
• Demonstrate a sense of urgency when responding to an inquiry.
• Must possess the ability to multi-task and prioritize multiple projects.
• Must possess attention to detail while meeting deadlines.
• Must be punctual and reliable.
• Attend internal and external training classes and seminars.
• Must be able to keep information confidential.
• High School / GED Education required/College Graduate Preferred
• P&C Insurance License or related work experience preferred.
• If not currently licensed, it must be obtained within 90 days of hire.
• Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.

Responsibilities

• Act as client advocate always.
• Maintain a positive relationship and excellent communication with client and co-workers.
• Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
• Certificate Requests
• Follow up on Notices of Cancellation
• Auto ID Card Issuance
• Policy Change Requests
• Check Mailbox Daily
• Online Rating for Small Business
• Follow up for Renewal Policy Issuance
• Renewal Proposals
• Binders
• Invoicing
• Process Audits
• Post Documents to EPIC Portal
• Update Sagitta
• Obtain Loss Runs
• Policy Checklists
• Run M&S Reports
• Obtain Premium Finance Quotes
• Run MVRs
• Paperless Filing
• Create Loss Summary Tracking
• Prepare Acord Applications
• Become a student of the business. Seek insurance knowledge through training and education.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED