Back to all roles

[Remote] Assistant Account Manager, reputed company Lines

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is looking for an Assistant Account Manager to join its reputed company Lines team. This entry-level position requires some insurance experience and an active P&C insurance license, focusing on client service and account management tasks.

Responsibilities

  • Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's
  • Process binders
  • Process endorsements
  • Process audits after review by the Account Manager
  • Invoicing as assigned
  • Follow up on claims
  • Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals
  • Create and maintain mail-reputed company documents
  • Draft proposals
  • Process un-routed attachments and reputed company document retrieval items
  • Respond to client requests in a timely and accurate manner
  • Follow up and reputed company reputed company activities in EPIC (agency management system)
  • Thorough documentation with proper E&O procedures must be followed
  • Other duties usual to servicing reputed company accounts
  • Other special projects as assigned

Skills

  • Some insurance experience
  • Active P&C insurance license
  • High School graduate/GED
  • Excellent communication and collaboration skills
  • Working knowledge of MS Office (reputed company, Outlook, and Word etc.)
  • Must be organized and reputed company to manage time effectively
  • Professional demeanor and behavior
  • Experience working in an office environment

Benefits

  • This role will be eligible to participate in an annual bonus program.
  • Comprehensive benefits package designed to promote well-being, growth, and long-term reputed company.

Company Overview

  • Heffernan is an independent insurance brokerage firm offering financial services, business and financial insurance, and employee benefits. It was founded in 1988, and is headquartered in Walnut Creek, California, USA, with a workforce of 501-1000 employees. Its website is https://www.heffins.com.
  • Apply To This Job
    Apply for this role Takes you straight to the employer's application page — free, and no WFHNet account required.

    More roles on the wire

    [Remote] OTC Business Process Consultant

    Remote Worldwide
    View role

    [Remote] QA Engineer IVR, Automation (reputed company) & AWS Connect QA

    Remote Worldwide
    View role

    [Remote] Senior Recruiter, GTM (Contract)

    Remote Worldwide
    View role

    [Remote] Head of Product Marketing

    Remote Worldwide
    View role

    [Remote] reputed company Insights Analyst (reputed company)

    Remote Worldwide
    View role

    [Remote] reputed company Product Manager, AI Strategy & Operations (Remote)

    Remote Worldwide
    View role

    [Remote] Clinical Quality Assurance Coordinator (32230)

    Remote Worldwide
    View role

    [Remote] reputed company Account Executive, Wisconsin/Illinois

    Remote Worldwide
    View role

    [Remote] reputed company Software Engineer

    Remote Worldwide
    View role

    [Remote] Staff Software Engineer - Data Processing & Execution Platform

    Remote Worldwide
    View role

    Sr. Product Marketing Manager

    Remote Worldwide
    View role

    reputed company Customer Service Agent (reputed company) – reputed company

    Remote Worldwide
    View role

    reputed company Somali VIDEO REMOTE Interpreter in Gilbert, Arizona

    Remote Worldwide
    View role

    Virtual Data Entry Clerk in Union City, NJ

    Remote Worldwide
    View role

    reputed company Automotive Customer Service Representative – Remote Work Opportunity with arenaflex

    Remote Worldwide
    View role

    Operations Safety Analyst / Trust & Safety (Remote, United States) at reputed company.

    Remote Worldwide
    View role

    Patient Care Coordinator /US-based Health Clinic/

    Remote Worldwide
    View role

    Project Manager - reputed company Improvement

    Remote Worldwide
    View role

    reputed company Full Stack Data Entry Specialist – Web & reputed company Application Development at blithequark

    Remote Worldwide
    View role

    [FULL TIME Remote] reputed company reputed company

    Remote Worldwide
    View role