Account Assistant - West Coast Consulting

Job Description

Hybrid (2-3 days in office) after training is complete

Summary
Account Assistants support the Commercial Lines team in administrative and operational tasks related to managing client accounts. This position involves assisting with policy processing, data entry, communication with clients and collaboration with the Commercial Lines team to ensure accurate and timely servicing of commercial insurance policies.

Essential Duties and Responsibilities
Respond to the day-to-day servicing needs of clients in accordance with standard procedures, including but not limited to the following tasks:
 Maintain electronic files in accordance with agency procedures.
 Check assigned policies using checklist and refer discrepancies to Executive Account Manager, Senior Account Manager or Account Manager, or handle discrepancies brought to light by Resource Pro policy review.
 Transmit policies to clients in a policy binder book, or electronically as directed by Executive Account Manager, Senior Account Manager or Account Manager.
 Order endorsement changes as directed by Executive Account Manager, 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, interim and final audits, and cancellations
 Order and send out loss runs as requested.
 Execute the necessary tasks to issue new and renewal certificates of insurance with company guidelines.
 Back up on Daily issuance of Certificates of Insurance as needed.
 Request and Review Motor Vehicle records and respond back to the client by email
 Assist Executive Account Manager, 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 work assigned.
 Back up and help the team with front desk (answering phones), assisting with certificate projects, helping clear backlog, training new hires, and taking on projects at the request of your manager or the Account Assistant Team Lead.
 All other duties as assigned.

Qualifications/Requirements
 High school diploma required. Bachelor’s degree preferred.
 Have at least 1 year working experience preferred in the insurance industry as 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, eCerts, PINS 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.).

Work Environment
 Hybrid work model, with two to three days in office and the remainder of the work week working remotely.
 Remote work to be done in a professional work environment at home.
 The work is performed in a climate- controlled office environment.
 The office setting may have low to moderate noise levels.
 The position requires regular interaction with colleagues, clients, and occasional visitors (visitors apply to the office only).
 Regular use of computers and other office equipment is necessary.