Job Summary
A company is looking for an Assistant Account Manager to support its commercial insurance agency operations.
Key Responsibilities
- Prepare renewal quotes, issue policies, endorsements, and process insurance renewals
- Assist with claim processing and maintain records in the Applied EPIC Agency Management System
- Gather necessary information for new and renewal business and handle premium financing
Required Qualifications
- Property & Casualty License required
- Experience with CRM software, preferably Applied Epic or similar
- Self-starter with superior organizational skills
- Commercial insurance experience preferred
- Familiarity with office software applications, particularly G Suite
Comments