Job Details

Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision. Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations. Responsibilities: Issue Proofs of Insurance (Certificate, Evidence, Auto ID) Respond to client inquiries, incoming mail, and company request needs on a timely basis. Request changes on behalf of the client. Review new/renewal policies and endorsements to ensure items were received as ordered. Process audits, cancellations, and other client-related documents. Maintain accuracy of client data in agency management system (EPIC) Document all activities in agency management system (EPIC) Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance. Complete other functions and assignments as assigned. Required Qualifications: Active Pr...Account Manager, Associate, Manager, Accounting