Time Type:
Part timeThis is an in-office position.
Department:
900 Insurance AdministrationJob Summary:
Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive.Job Description:
The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Support Account Executive with day-to-day service needs for clients
Support Account Executive with marketing for new and renewal coverages
Support Account Executive with preparation of summaries of insurance, schedules, loss summaries, proposals
Support Account Executive with claim and cancellation activities for client
Process Certificates and Evidences of Property with Account Executive oversight
Issue Auto ID cards
Import/Export/Update Certificate Holder Lists
Maintain accurate client data in agency management system (AMS)
Request/follow up/complete/deliver client change requests from carriers/brokers
Ensure AMS policy, applications, transactions are updated based on changes
Prepare policy cancellations/Lost Policy Release forms
Notify AE of any cancellations
Request Loss Runs for renewing policies 90 days before renewal
Request MVRs as directed
Create summaries of insurance as directed by Account Executive
Quote and issue premium finance notes as directed by Account Executive
Input data into AMS to create applications for submissions
Complete policy checklists as directed by Account Executive
Check audits and prepare for delivery as requested by Account Executive
Update AMS and set suspense for audits in progress
Pull endorsements and policies from carrier websites
Create building valuations
Request Experience Mod Worksheets as directed by Account Executive
Set up draft renewal proposals for Account Executive
Gather Renewal Supplemental applications as directed by Account Executive
SKILLS
Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.
Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions
EDUCATION
Prefer high school diploma or equivalent