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Sr. Assistant Account Managers (2)

C. Winchell Agency, Inc.

Description : Join one of the top brokers as a Senior Assistant Account Manager. Supports the Account Executive in managing the commercial client accounts. Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, draft of binders and Summary of Insurance, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc. Ensures policies follow coverages as quoted, proposed and bound. Handles downloads, processing, and updating of all flood business to include renewals and new business. Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items, etc. Completes premium finance agreement requests and creates premium allocations as needed. Requests and summarizes loss runs, may process claims and provide client advocacy. Performs miscellaneous duties and projects as assigned. Requirements : NJ Property & Casualty License. Applied knowledge preferred.
Vacancy posted 3 days ago
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