Account Assistant – Property & Casualty Programs (Remote)

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties And Responsibilities
Location
Prefer candidate to live in Tennessee
Overall
Works with a Account Managers in the Pro Rental Programs Department to efficiently and effectively service clients.

Service
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues.

Process Certificates of Insurance, endorsements, binders, schedules, and other items related to the servicing of client accounts in a timely and accurate manner.

Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.

Assist clients in making coverage changes.

Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.

Other duties may be assigned.

Marketing
Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies.

Knowledge and experience with a variety of carrier on-line systems, including but not limited to AmTrust, ICW, State Fund, Arrowhead.

Provide technical support in the sales process as needed.

Other duties may be assigned.

Personal and Organizational Responsibilities
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all.

Responsibilities
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts.

Maintain documentation and records.

Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company.

Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.

Other duties may be assigned.

Supervisory Responsibilities
None
Language Skills
KEY COMPETENCIES:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to write reports and business correspondence.

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and Ability to apply concepts of basic algebra.

REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

EDUCATION And/or EXPERIENCE
High school diploma or G.E.D.

equivalent.

One or four years of college or related experience; or equivalent combination of education and experience.

Full knowledge of multi-line Property & Casualty insurance products and services.

Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

Sagitta Agency Management System and/or PaperWise software experience a plus.

Experience with paperless procedures preferred.

Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software.

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

Must have high level of interpersonal skills to handle sensitive and confidential situations.

Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Certificates, Licenses, Registrations
Valid California Property & Casualty Insurance license.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.

The employee must occasionally lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

There is no or very limited exposure to physical risk.

WHY JOIN US?

15th Largest Broker in US Voted ” Best Place to Work” in the Insurance Industry Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard.

It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

An Equal Opportunity/Affirmative Action Employer.