[Remote] Assistant Account Manager, Commercial Lines

Note: The job is a remote job and is open to candidates in USA. Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This entry-level position requires some insurance experience and an active P&C insurance license, focusing on client service and account management tasks.ResponsibilitiesRenewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR'sProcess bindersProcess endorsementsProcess audits after review by the Account ManagerInvoicing as assignedFollow up on claimsCoordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewalsCreate and maintain mail-merge documentsDraft proposalsProcess un-routed attachments and carrier document retrieval itemsRespond to client requests in a timely and accurate mannerFollow up and close open activities in EPIC (agency management system)Thorough documentation with proper E&O procedures must be followedOther duties usual to servicing commercial accountsOther special projects as assignedSkillsSome insurance experienceActive P&C insurance licenseHigh School graduate/GEDExcellent communication and collaboration skillsWorking knowledge of MS Office (Excel, Outlook, and Word etc.)Must be organized and able to manage time effectivelyProfessional demeanor and behaviorExperience working in an office environmentBenefitsThis role will be eligible to participate in an annual bonus program.Comprehensive benefits package designed to promote well-being, growth, and long-term success.Company OverviewHeffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in Walnut Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.