Assistant Account Manager Trainee, Commercial Lines

Heffernan•Reno, NV

7d•$50,000 - $55,000

About The Position

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager Trainee to join its Small Business team. This is an entry-level position designed with the intent to provide exposure to Account Management responsibilities, to eventually transition into a Large Commercial role. Heffernan is looking for an intelligent self-starter, who is looking for a career with plenty of upward mobility.

Requirements

Education – High School graduate/GED required.
Experience working in an office environment preferred.
Insurance experience and/or license is not required. However, must be able to obtain a license.
Effective communication and collaboration skills, both written and oral.
Working knowledge of MS Office (Excel, Outlook, Word etc.)
Must be organized and able to manage time effectively.
Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Responsibilities

Renewal Processing Workflow as assigned by Team Lead or Fulfillment Executive.
Coordinate driver, vehicle, and mailing address changes.
Notice of Cancellation and nonpayment follow-ups.
Help with billing and claim reporting questions.
Reach out to carriers for renewal solicitation and quotes.
Help gather and send information for bind requests or requests for additional quoting information.
Request information and applications from clients using our online platform.
Help clients navigate our online systems: application/signature platform, payment links, and client portal.
Backup team members when they are out of the office.
Help coordinate invoicing, preparing certificates, and evidence of insurance.
Join Team Lead/Fullfillment Exec. on coverage / proposal review calls.
Learn various carrier websites through online submissions, endorsement requests, and billing inquiries.
Respond to client requests in a timely and accurate manner.
Follow up and close open activities in EPIC (agency management system).
Pursue and obtain P&C license and other continuing education opportunities.
Thorough documentation with proper E&O procedures must be followed.
Other duties that are usual to servicing commercial accounts.
Other special projects as assigned.