JOB SUMMARY
Supports the Account Executive team in the production of new accounts and the retention of existing accounts. Works closely with Account Executives and Insurance Processors to service accounts in a team environment.
This position includes training to become a full Account Executive.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Primary Responsibilities :
Support Account Executives team with day to day service needs for clients
Support Account Executives team with marketing for new and renewal coverages
Detailed duties :
Maintain client files and ensure accurate account information
Process and Follow-up on client change requests
Complete Certificates and Evidences of Property coverage with Account Executive oversight
Complete coverage reviews and completion of policy checklists
Create summaries of insurance as directed
Prepare policy cancellations & lost policy release forms as directed
Follow-up on Company and Non-Pay cancellations to alert Account Executive
Check audits and prepare for delivery, as directed
Request Loss Runs for renewing policies 90 days before renewal
Request MVRs as directed
Gather renewal supplemental applications as directed
Prepare final submission for new and renewal marketing as directed
Review and finalize new and renewal quotations and proposals for Account Executive
Draft renewal proposals for Account Executives
Quote premium finance agreements as directed
Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Performs other functions as assigned by management
SKILLS
Service Orientation
Excellent written and oral communication
Bilingual (English / Spanish) a plus
Excellent time management
Active Listening
Reading Comprehension
Active Learning
Using Mathematics to solve problems
Requirement
- High School diploma or equivalent
- Minimum one-year working experience with Administrative tasks using MS Office Outlook, Word, and Excel
- Minimum one-year working experience in a team environment
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