Assistant Account Manager, Commercial Lines
2 Days Old
Objective:
Easterly Surety Insurance Services is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does require insurance experience; license not required, however would be a plus! Easterly Surety is looking for an intelligent self-starter, with great computer skills, who is looking for a career with plenty of upward mobility.
Responsibilities Include:
Renewal Processing Workflow- as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's (Statement of Value), spreadsheets, and order MVR's (Motor Vehicle Records).
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.
Must be a Team player using existing protocols & sharing work progress with Team members.
Easterly Surety Insurance Services = Habits (Expectations):
These are practices that represent our unique culture.
Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
Do Good – This is our core. We strive to do good for our clients, our company and our communities.
Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and
connected, we all will do a better job for our clients
Requirements:
Education – High School graduate/GED required.
Experience working in an office environment .
Insurance experience is required.
Excellent communication and collaboration skills required.
Working knowledge of MS Office(Excel, Outlooks, and Word etc.), EPIC experience is a bonus.
Must be organized and able to manage time effectively and efficiently.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).
Working Conditions:
At this ON-SITE location – the Agency principals bring in their two Labradoodles, must like and/or tolerate dogs. If OFFSITE/ REMOTE- must be available during office hours 8:00- 4:30 for emails, zoom & phone calls.
The work environment may be indoors, with employees sitting at a desk for extended periods of time in a designated office space.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule.
- Location:
- Walnut Creek