Note: The job is a remote job and is open to candidates in USA. ALKEME Insurance is hiring an Assistant Account Manager to support Senior Account Managers and Account Managers with delegated commercial lines work. The role services client accounts, processes insurance applications and policy documents, responds to client requests, and contributes to team workflow and customer service.
Responsibilities
- Maintain accurate and current detail information in the Applied EPIC system
- Submit applications to the market and follow up to ensure timely receipt of quotations
- Review audits and policies
- Order and issue binders and endorsements
- Issue Certificates and Evidence of Insurance
- Process incoming mail and phone requests, responding in a timely manner
- Assist clients in submitting first reports of claims
- Provide clients with invoicing and premium finance options
- Prepare proposals for new and renewed accounts
- Perform online rating of quotes
- Maintain confidentiality and discretion at all times
- Order and send loss runs as requested
- Demonstrate a cooperative and professional attitude, adaptable to new or changing circumstances
- Provide backup support to other teams in the Commercial Division, front desk, or other areas as needed
- Assist in clearing backlog and completing projects as requested by the Account Manager
- Complete all required continuing education hours for state licensing
- Pursue professional development through courses related to job functions and desired career growth
- Set priorities and manage workflow to ensure efficient and accurate processing of tasks
- Maintain effective relationships with clients, co-workers, carriers, vendors, and other business contacts
- Stay informed on industry trends, product updates, legislation, coverages, and technology
- Communicate effectively and cooperatively to support agency business goals
Skills
- High school diploma required
- 2+ years of experience as an Account Assistant
- Active Property and Casualty Broker/Agent license required
- Strong technical knowledge of insurance coverages and markets
- Ability to multitask in a complex environment with accuracy and efficiency
- Excellent organizational, decision-making, and customer service skills
- Proficiency with Applied EPIC and Microsoft Office Suite
- Associate or bachelor's degree preferred
- 3 years preferred
Benefits
- Remote; must reside in Pacific, Mountain, or Central Time Zones.
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