Assistant Account Manager - Commercial Lines
HybridCharlotte, North Carolina, United States or Raleigh, North Carolina, United States
Job Summary
Process audits and endorsements, check and attach insurance policies in Epic, and assemble client policies for delivery. Process and issue proofs of insurance, handle endorsement requests, direct bill cancellations, and reinstatements, and obtain loss runs, endorsements, and billing data from carrier websites. Attend office and team meetings as necessary while participating in carrier website training. Requires an active P&C license or ability to obtain one, strong attention to detail, and Microsoft experience. Hybrid schedule available.
Required Qualifications
- active P&C license or the ability to obtain one upon hire
- Strong attention to detail
- strong communication skills
- Strong organization and prioritization skills
- Microsoft Products experience (Outlook, Word, Excel)
Desired Qualifications
- Personal or commercial insurance experience
- Experience working with insurance software, preferably Applied Systems
- Experience working in an office setting
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