Our client is seeking a motivated team-player to join their Commercial Lines department as an Account Associate. This individual will work with Account Managers and Client Executives to service both new and existing accounts.
Essential Duties and Responsibilities (include but are not limited to):
- Complete New and Renewal policy checking for all accounts assigned, communicating any errors or premium increases to the Account Manager
- Process received endorsements, check for accuracy, and send to client with clear explanation of change
- Check and invoice premium audits. Send to client with clear explanation of additional or return premium
- Assist with issuing Proofs of insurance (Binders, Evidence of insurance, Certificates, Auto ID cards)
- Assist with claims processing and marketing as needed
- Promptly responding to the Account Manager, clients, and carriers in a professional, courteous manner
- Update the Epic agency management system to reflect accurate policy information at all times
- All other duties and projects as assigned by Account Manager
- Complete all tasks efficiently, in a timely fashion
Qualifications, Skills and Requirements:
- Basic knowledge of Property and Casualty insurance coverage is preferred.
- Experience with Microsoft office products including Outlook, Word and Excel
- Ability to navigate vendor or agency management systems as applicable.
- Proficiency in Applied / Epic or ability to learn these programs.
- Knowledge of Adobe Acrobat is a plus.
- Ability to manage client needs and multiple tasks.
- Strong respect for confidentiality and attention to detail.
- Strong Time Management skills
- Excellent written and oral communication skills.
Education, Training and Experience:
- A current Property and Casualty Insurance License is preferred however willing to assist with licensing for the right applicant.
- A high school diploma, two years of college or two years experience in the insurance industry is preferred
This position is hybrid 2-3 days in the Merced, CA office after training period.
