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Account assistant Jobs in Scottsdale, AZ
Assistant Account Manager
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RenrenPhoenix, AZ, USAssistant Account Manager
Heffernan Insurance BrokersPhoenix, Arizona, USA- Full-time
Objective :
Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter, 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, spreadsheets, and order MVR's.
- 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.
Compensation :
The salary range for this position is $45,000 to $55,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found athttps : / / www.heffins.com / about-us / careers
Requirements :
Heffernan Habits (Expectations) :
These are practices that represent our unique culture.
Working Conditions :