Personal Lines Assistant Account Manager
Remote
Jones Networking is recruiting for a Personal Lines Assistant Account Manager to join a growing insurance agency headquartered in Atlanta, Georgia. The ideal candidate will have experience assisting or managing a book of business and have an active Property & Casualty License. Experience with Applied Epic is advantageous. The Agency offers an amazing company culture, an attractive benefits plan and is 100% remote.
Personal Lines Assistant Account Manager Responsibilities:
– New Business: Work with Client Manager or Producer to ensure all applicable
information is received for quoting. Add prospect information into EPIC accurately.
– Quotes/Proposals: Review and complete upfront underwriting to determine best fit
for client accounts. Review all risks and limits to confirm account is being quoted with
agency standards. Review quotes with CM for accuracy.
– Prepare all documents required for agency billed policies, transact premium and prepare
invoice for CM to present to the client.
– Audit Processing and accuracy of data in management system (EPIC) as well as on all
policies. Verify changes, new policies and cancellations for accuracy on carrier site.
– Claims: Take calls from clients for new claims and submit to carriers, confirm claim is
received/adjuster assigned, handle any questions or follow up calls as needed from
insured or adjuster.
– Invoicing agencies billed policies at issuance, changes or cancellation. Process any refunds
or adjusted premiums to clients in a timely manner.
– Certificates of Insurance when needed or requested by clients, banks, etc.
Personal Lines Assistant Account Manager Requirements:
– Active Property & Casualty License
– Align with company values
– Willingness to work effectively within a team
– Desire to grow and learn
– Organizational skills & Level 1 Excel
– Experience in client services
Personal Lines Assistant Account Manager Salary and Benefits:
– Salary is commensurate with experience
– Medical, Dental and Vision
– 401K
– PTO and paid holidays
– 100% remote
If you’re ready to take the next step towards an exciting new career, visit www.jonesnet.com to view all of our current openings in Washington, DC, Baltimore, MD, and Charlotte, NC.