Job Description
Objective:
Easterly Surety Insurance Services is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does require insurance experience; license not required, however would be a plus! Easterly Surety is looking for an intelligent self-starter, with great computer skills, who is looking for a career with plenty of upward mobility.
Responsibilities Include:
- Renewal Processing Workflow- as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's (Statement of Value), spreadsheets, and order MVR's (Motor Vehicle Records).
- Process binders.
- Process endorsements.
- Process audits after review by the Account Manager.
- Invoicing as assigned.
- Follow up on claims.
- Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
- Create and maintain mail-merge documents.
- Draft proposals.
- Process un-routed attachments and carrier document retrieval items.
- Respond to client requests in a timely and accurate manner.
- Follow up and close open activities in EPIC (agency management system).
- Pursue and obtain P&C license, and other continuing education opportunities.
- Thorough documentation with proper E&O procedures must be followed.
- Other duties usual to servicing commercial accounts.
- Other special projects as assigned.
- Must be a Team player using existing protocols & sharing work progress with Team members.
Easterly Surety Insurance Services = Habits (Expectations):
These are practices that represent our unique culture.
- Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
- Do Good – This is our core. We strive to do good for our clients, our company and our communities.
- Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
- Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and
connected, we all will do a better job for our clients
Requirements:
- Education – High School graduate/GED required.
- Experience working in an office environment preferred.
- Insurance experience is required.
- Excellent communication and collaboration skills required.
- Working knowledge of MS Office(Excel, Outlooks, and Word etc.), EPIC experience is a bonus.
- Must be organized and able to manage time effectively and efficiently.
- Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).
Working Conditions:
- At this ON-SITE location – the Agency principals bring in their two Labradoodles, must like and/or tolerate dogs. If OFFSITE/ REMOTE- must be available during office hours 8:00- 4:30 for emails, zoom & phone calls.
- The work environment may be indoors, with employees sitting at a desk for extended periods of time in a designated office space.
- Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
- This position may require flexibility to work hours outside of a regular schedule.
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