Assistant Account Manager
External
Epic Insurance Brokers And Consultants · Alpharetta, GAPrepare for this interview
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Responsibilities
- Act as client advocate always.
- Maintain a positive relationship and excellent communication with client and co-workers.
- Respond promptly to client inquiries via phone, mail, and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
- Certificate Requests
- Follow up on Notices of Cancellation
- Auto ID Card Issuance
- Policy Change Requests
- Check Mailbox Daily
- Online Rating for Small Business
- Follow up for Renewal Policy Issuance
- Renewal Proposals
- Binders
- Invoicing
- Process Audits
- Post Documents to EPIC Portal
- Update Sagitta
- Obtain Loss Runs
- Policy Checklists
- Run M&S Reports
- Obtain Premium Finance Quotes
- Run MVRs
- Paperless Filing
- Obtain Loss Runs
- Create Loss Summary Tracking
- Prepare Acord Applications
- Become a student of the business. Seek insurance knowledge through training and education.
- WHAT YOULL BRING :
- Possess excellent written, verbal, listening and organizational skills.
- Strong Language, Mathematical, Analytical and Reasoning ability.
- Must be able to work within a team environment.
- Demonstrate a sense of urgency when responding to an inquiry.
- Must possess the ability to multi-task and prioritize multiple projects.
- Must possess attention to detail while meeting deadlines.
- Must be punctual and reliable.
- Attend internal and external training classes and seminars.
- Must be able to keep information confidential.
- High School / GED Education required/College Graduate Preferred
- P&C Insurance License or related work experience preferred.
- If not currently licensed, it must be obtained within 90 days of hire.
- Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
- High School / GED Education required/College Graduate Preferred
- P&C Insurance License or related work experience preferred.
- If not currently licensed, it must be obtained within 90 days of hire.
- Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
Benefits
Additional Information
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Alpharetta, Georgia-Hybrid 3 days a week in the office required. JOB OVERVIEW: Position Overview: As an Assistant Account Manager in Mid South Specialties, you will be responsible for any operational aspects of an account as well as day-to-day activities. This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.
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