Commercial Lines Account Assistant

Job description

- This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you’re interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position works with the agency account managers and advisors to provide internal support through processing and documentation in Epic through established workflows and procedures. Primary Duties: - Process change endorsements, audits, renewals and new policies, checking for accuracy. - Prepare letters for account manager or advisor signature. - Process requests for certificates of insurance within 24 hours of request. - Invoice agency bill transactions. - Maintain all client activity and suspense items in Epic. - Prepare auto ID cards, certificates, evidence of property, insurance binders. - Communicate with insurance carriers as needed. - Prioritize workload and/or request assistance as required. - Problem solve as possible prior to seeking assistance from an account manager. - Seek advice from account managers when problems arise. - Keep current on rates, forms and coverage changes. - Mainta...