Assistant Account Manager - Commercial Insurance
Job Posting for Assistant Account Manager - Commercial Insurance at Storable
Commercial Policy Services Administrator
Storable, the self-storage industry’s most powerful technology and integrated insurance platform is seeking a talented Commercial Insurance Representative (Assistant Account Manager) for its commercial insurance agency operations. In this role you will process the daily office operations for a commercial insurance agency focusing on serving the self-storage industry. You will work closely with Sales, Account Managers, and Management to support and enhance the customer experience. Location: Remote
What you will do:
- Prepare and process renewal quotes, issue policies, certificates, endorsements, accord forms, policy changes to clients. Documentation in agency system (Applied Epic)
- Manage existing book of business of select accounts
- Certificates of Insurance for new and renewal business
- Gather information necessary for and process insurance renewals.
- Assist with claim processing.
- Maintain product knowledge.
- Maintain the Applied EPIC Agency Management System records in an up-to-date manner.
- Handle premium financing, collecting policy premiums and processing to carriers.
What you will need:
- Certificates, Licensees, Registration: Property & Casualty License
- Superior organizational skills
- Self-starter – ability to work independently
- Exceptional verbal communication skills
- Good familiarity with office software applications – G Suite (Google) knowledge is a plus
- Knowledge of common business structures
- Experience with CRM software. Experience with Applied Epic
- Experience with Microsoft (Word, Excel)
- Detail oriented
- Comfortable working in a fast-paced environment
- Dedicated to completing tasks in a timely manner
- Ability and desire to learn new things
- Commercial insurance experience (3 years)
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