Assistant Account Manager, Personal Lines
About The Position
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Personal Lines team. This is an entry-level position that does not require insurance experience (although a plus!). 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
- 1-2 years of Assistant Account Manager work preferred but not required.
- Insurance experience is not required, but 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, 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.
Benefits
- Comprehensive benefits package designed to promote well-being, growth, and long-term success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
