Bonds - Account Assistant - Irvine, United States - SULLIVANCURTISMONROE INSURANCE SERVICES, LLC

Description

Bond Department Account Assistants support the Commercial Lines Bond team in administrative and operational tasks related to managing client accounts.

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Additionally, consider pursuing relevant insurance certifications to enhance expertise and credibility in the field.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

• Maintain electronic files in accordance with agency procedures.
• Check assigned policies using checklist and refer discrepancies to Senior Account
• Manager or Account Manager, or handle discrepancies.
• Transmit policies to clients in a policy binder book, or electronically as directed by Senior Account Manager or Account Manager.
• Order endorsement changes as directed by Senior Account Manager or Account Manager, update AMS360 details as needed.
• Handle tasks as assigned in the WorkSmart System or suspense in AMS360.
• Process and invoice endorsements.
• Assist Senior Account Manager or Account Manager with special projects as needed.
• File documents in a timely manner, using the ImageRight System or AMS360
• Meet agency guidelines for timely processing of work assigned.
• Back up and help the team with front desk (answering phones), helping clear backlog, training new hires, and taking on projects at the request of your manager.
• All other duties that as assigned

• High school diploma required.
• Bachelor's degree preferred.
• Have at least 1 year working experience preferred with Bonds in clerical/customer service.
• Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of hire.
• Have the ability and willingness to attain insurance certifications within 18 months of hire.
• Develop excellent communication and customer service skills, with a focus on building and nurturing strong client relationships.
• Ability to manage multiple clients accounts simultaneously, ensuring accurate and timely policy processing and documentation.
• Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
• Proficiency with the Microsoft Office Suite. Prior experience with AMS 360, Image Right, preferred.
• Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).