7 Assistant Account Manager -Commercial Lines Jobs in Duluth, GA
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Assistant Account Manager -Commercial Lines
$88k-119k (estimate)
Full Time | Insurance
2 Weeks Ago
EPIC Insurance Brokers & Consultants is Hiring an Assistant Account Manager -Commercial Lines Near Duluth, GA
The RoleRequirementsYou will find EPIC to be a fast‐paced and fun environment and a workplace in which you truly can make a difference. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:
Overall Duties IncludeLANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to draft reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS
- Enthusiasm and zest for your learning experience
- Strong verbal & written communication skills
- Interpersonal Skills – enjoy working with people
- Service Oriented
- Willingness to learn and take direction from others
Overall Duties Include
- 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
- Obtain Loss Runs
- Create Loss Summary Tracking
- Prepare Acord Applications
- Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client accounts in a timely and accurate manner
- Responsible for timely, accurate invoicing and monthly expirations
- Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity
- Other duties may be assigned
- Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities
- Maintain cordial and effective relations with clients, co‐workers, carriers, wholesalers, vendors, and other business contacts
- Maintain up‐to‐date proposals, insurance summaries, workflow logs, manuals or other required documentation and records
- Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
- Other duties may be assigned
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
- Ability to apply concepts of basic algebra.
- REASONING ABILITY
- Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- College Degree or equal to experience (2-4 years of insurance industry experience)
- Current/Active Georgia Property & Casualty license
- Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software
- Must be able to work in a fast‐paced environment with demonstrated ability to juggle multiple competing tasks and demands
- Must have high level of interpersonal skills to handle sensitive and confidential situations. This position continually requires teamwork, demonstrated poise, tact, and diplomacy.
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Job Summary
JOB TYPE
Full Time
INDUSTRY
Insurance
SALARY
$88k-119k (estimate)
POST DATE
06/10/2024
EXPIRATION DATE
07/12/2024
WEBSITE
epicbrokers.com
HEADQUARTERS
IRVINE, CA
SIZE
1,000 - 3,000
FOUNDED
2007
CEO
DAN RYAN
REVENUE
$500M - $1B
INDUSTRY
Insurance
Related Companies
About EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services
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