Assistant

General Description: Assists Account Manager and Sales Executive in servicing and retaining of Commercial Accounts. Works to ensure that client retention goals are met by responding promptly to requests from Account Manager and Sales Executive. This position has had the last three employees promoted to Account Manager and is an excellent pipeline to further growth within the organization. Major Responsibilities: Process certificates at the direction of the Account Manager or Sales Executive Follow up with Carriers for receipt of endorsements Review and process endorsements, invoicing where necessary and updating ImageRight with the changes made by the endorsement. Processing some audits at the direction of the Account Manager Ordering Loss Runs Input initial applications in AMS 360 Assist with spreadsheets and premium allocations on some accounts Policy setups for Client delivery Initial Policy checks, including policy forms, policy term, policy number, premium, commission, etc. Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts Regularly shares knowledge and skills with others Other projects as needed by the Account Manager or Sales Executive Professional Developments: Remains informed regarding industry information, new product information, legislation, coverage’s, and technology Expected to further industry education through continuing education Qualifications: Florida Property Casualty license (440) Eager to learn new concepts and further professional development