Assistant Account Manager - Commercial Insurance

SUMMARY 

Responsible for supporting the Account Manager and Account Executive in the day-to-day servicing of Energy & Marine related accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Exhibits proven competence in all Account Representative duties and knowledge requirements;

•    Interacts daily with clients, Underwriters, and Brokers;

•    Supports the marketing of accounts including requesting renewal information from clients, working on detailed market submissions, and setting up required market processes within Epic;

•    Coordinates and oversees issuance of coverage documentation including Certificates of Insurance, Auto ID cards and any warranty requirements;

•    Ensures policies and policy documentation are received timely and issued accurately; works with Underwriter/Broker to obtain revisions as needed;

•    Checks policies for accuracy and requests changes from Underwriters as necessary;

•    Reviews certificates requests to confirm that insurance meets clients requirements as well as to confirm appropriate coverage is evidence and issued;

•    Generates insurance proposals, summaries of insurance and policy schedules at the direction of the Account Manager and/or Account Executive;

•    Ensures that all schedules are updated within Epic throughout the policy term;

•    Requests and reviews policy endorsements at the direction of the Account Manager and/or Account Executive;

•    Processes invoices through Epic for policies and endorsements;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

•    Other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Associate's Degree or equivalent combination of education and experience

Four (4) or more years related work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

One (1) or more years related work experience

Experience with oil and gas insurance preferred

Valid insurance license

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite