Account Assistant


Position Summary: The Account Assistant is responsible for the day–to-day assistance of multiple Account Managers and processing of accounts. This position consists of providing technical and service support to all Account Managers.

Essential Job Duties and Responsibilities:
• Review and process mail
• Process all address change requests
• Maintain information from insurance carriers
• Process and analyze changes received from Account Managers
• Process all evidence of insurance requests
• Process new client information in the agency management system, while maintaining accurate and complete client data
• Process and analyze renewals in agency management system
• Process claim information received from Account Managers
• File all electronic client documents into agency management system
• Review, analyze and process renewal lists in agency management system, while updating all renewals for Account Managers
• Assist Account Managers with preparing submissions, using online rating tools
• Develop excellent customer service skills and interpersonal skills in order to interact with external clients, carriers and internal clients at all levels of responsibility
• Handle reporting of claims and monitoring status of claims

Required Skills
• Bachelors degree preferred
• Excellent communication skills
• Strong attention to detail
• High level of computer literacy including working knowledge of Microsoft Office
• Strong time management and multi-tasking skills are necessary
• Ability to maintain and organize electronic files within the agency management system
• Highly effective team player