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
Heffernan 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.
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