Assistant Account Manager - Williamsburg, United States - TowneBank
Description
Primary Purpose:
Provide professional service to new and existing clients by assisting the account manager/account executive/team leader and process their requests in a timely and accurate manner
Essential Responsibilities:
Process audits and endorsementsCheck and attach insurance policies in EpicAssemble client's insurance policies for deliveryProcess and issue proofs of insurance (certificates, evidence of property)
Process endorsement requests, direct bill cancellations and reinstatementsObtain loss runs, endorsements, billing, etc. from carrier websitesAttend office/team meetings as necessaryParticipate in carrier website trainingHandle other duties as assignedObeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)Minimum Required Skills and Competencies:
Experience working in an office setting.
Attention to detail.
Strong communication skills.
Dependability and punctuality.
Experience with Microsoft software to include Outlook, Word, and Excel.
Desired Skills and Competencies:
Active P&C LicensePrior personal or commercial insurance experiencePrior Experience working with insurance software, preferably Applied Systems#insuranceEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR c)