Commercial Insurance Assistant Account Manager

Account Assistant Job Summary Seeking a detail-oriented and responsible Account Assistant to join a growing team. This role is pivotal in supporting the day-to-day operations of a insurance agency, particularly in servicing healthcare accounts such as home health, hospice, assisted living facilities, and nursing homes. The ideal candidate will have a strong background in insurance operations, excellent time management skills, and a desire to grow within the industry. Compensation Package Salary : $70,000 - $85,000 per year, based on experience. Benefits : Comprehensive benefits package available. Responsibilities Provide administrative and operational support to leadership, including preparing documentation for renewals, proposals, and market submissions. Order loss runs, create ACORD forms, and initiate certificates of insurance. Follow up on binders, invoices, and other documentation to ensure timely processing. Assist in the transition and implementation of the EPIC software system, taking a leadership role in its rollout. Maintain a high level of accuracy and attention to detail in all tasks. Collaborate with team members to ensure smooth and efficient workflows. Qualifications/Requirements Licenses/Certifications : Property & Casualty (P&C) license required. Experience : 2-3 years of relevant experience, including familiarity with certificates and endorsements. Technical Skills : Proficiency in EPIC software is a must; experience with Zywave is a plus. Soft Skills : Strong organizational and time management abilities. Detail-oriented with a commitment to accuracy. Tech-savvy and adaptable to new systems. Excellent communication and interpersonal skills. A proactive and growth-oriented mindset.

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