Assistant Account Manager Trainee
Heffernan Insurance Brokers is looking for an Assistant Account Manager Trainee to join its Small Business team. This entry-level position will provide exposure to Account Management responsibilities, with the intent to transition into a Large Commercial role.
Responsibilities
- Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive
- Coordinate driver, vehicle, and mailing address changes
- Notice of Cancellation and nonpayment follow-ups
- Help with billing and claim reporting questions
- Reach out to carriers for renewal solicitation and quotes
- Help gather and send information for bind requests or requests for additional quoting information
- Request information and applications from clients using our online platform
- Help clients navigate our online systems: application/signature platform, payment links, and client portal
- Backup team members when they are out of the office
- Help coordinate invoicing, preparing certificates, and evidence of insurance
- Join Team Lead/Fullfillment Exec. on coverage / proposal review calls
- Learn various carrier websites through online submissions, endorsement requests, and billing inquiries
- 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 that are usual to servicing commercial accounts
- Other special projects as assigned
Skills
- High School graduate/GED required
- Effective communication and collaboration skills, both written and oral
- Working knowledge of MS Office (Excel, Outlook, Word etc.)
- Must be organized and able to manage time effectively
- Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits)
- Must be able to obtain a license
- Experience working in an office environment preferred
- Insurance experience and/or license is not required
Benefits
- Comprehensive benefits package
- Discretionary annual incentive program
Company Overview