Assistant Account Manager, Commercial Lines
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This entry-level position involves various responsibilities including renewal processing, invoicing, and client communication.
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
Skills
- Education - 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
- Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits)
- Experience working in an office environment
- Insurance experience is not required, but a plus!
Benefits
- Discretionary annual incentive program
- Comprehensive benefits package
Company Overview