Job Description
**About The Role**
We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system.
This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!
**What You’ll Do**
+ Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
+ Maintaining an effective abeyance system aligned with established service standards
+ Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
+ Loading Policy and Underwriting Information into Epic
+ Updating rate/premium histories and premium comparisons; Invoici...
We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system.
This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!
**What You’ll Do**
+ Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
+ Maintaining an effective abeyance system aligned with established service standards
+ Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
+ Loading Policy and Underwriting Information into Epic
+ Updating rate/premium histories and premium comparisons; Invoici...