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Pleasanton

    Assistant Account Manager - Pleasanton, United States - One Risk Group LLC

    One Risk Group LLC
    One Risk Group LLC Pleasanton, United States

    1 week ago

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    Description
    Job Description

    Job Description


    MAJOR RESPONSIBILITIES
    ·

    Process certificates at the direction of the Account Manager
    ·

    Follow up with carriers for receipt of endorsements
    ·

    Review and process endorsements, invoicing where necessary and updating data management system with the changes made by the endorsement
    ·

    Process final audits at the direction of the Account Manager
    ·

    Order Loss Runs
    ·

    Follow up with WCIRB for ex mod worksheets
    ·

    After binding, update data management system with policy numbers, coverages to match those bound and invoice.
    ·

    Order MVRs at the direction of the Account Manager
    ·

    Check carrier sites for cancellations and notify clients when necessary
    ·

    Maintains a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
    ·

    Regularly shares knowledge and skills with others
    ·

    Other projects as needed


    PROFESSIONAL DEVELOPMENTS
    ·

    Remains informed regarding industry information, new product information, legislation, coverage, and technology
    ·

    Expected to further industry education through courses with intent to pursue an industry designation


    SUPERVISION EXERCISED
    None


    QUALIFICATIONS
    ·

    Minimum of three years' agency experience
    ·

    Valid California State Property & Casualty License

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