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
Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in Walnut Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.
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