Property and Casualty Insurance Assistant

Job Summary

A company is looking for a Commercial Insurance Assistant Account Manager to support its commercial insurance agency operations.

Key Responsibilities

• Prepare renewal quotes, issue policies, endorsements, and manage documentation in the agency system
• Process Certificates of Insurance for new and renewal business and assist with claim processing
• Maintain records in the Applied EPIC Agency Management System and handle premium financing and collections

Required Qualifications

• Property & Casualty License is required
• Experience with CRM software and familiarity with Applied Epic or similar software
• Commercial insurance experience is preferred
• Ability to work independently and manage multiple tasks in a fast-paced environment
• Proficiency in office software applications, particularly G Suite and Microsoft Office