Assistant Account Manager - Commercial Lines in Pleasanton

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Job DescriptionJob Description

MAJOR RESPONSIBILITIES

• Process certificates at the direction of the Account Manager
• Follow up with carriers for receipt of endorsements
• Review and process endorsements, invoicing where necessary and updating data management system with the changes made by the endorsement
• Process final audits at the direction of the Account Manager
• Order Loss Runs
• Follow up with WCIRB for ex mod worksheets
• After binding, update data management system with policy numbers, coverages to match those bound and invoice.
• Order MVRs at the direction of the Account Manager
• Check carrier sites for cancellations and notify clients when necessary
• Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
• Regularly shares knowledge and skills with others
• Other projects as needed

PROFESSIONAL DEVELOPMENTS

SUPERVISION EXERCISED

None

QUALIFICATIONS

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