Commercial Lines CSR/payroll assist

Job Description


Technical Assistant-Commercial Lines


General Description:


Responsible for assisting Account Managers in the daily servicing of accounts. Accounting Assistant


Key Responsibilities (other duties may be assigned):

? Processes policies, endorsements, audits

? Prepares annual account reviews

? Completes invoicing

? Rates & completed quotes utilizing carrier websites

? Prepares proposals

? Processes applications, Auto ID Cards, Certificates, Binders

? Takes on additional projects or tasks as assigned by Account Manager

Professional Experience/Qualifications:


? Proficiency with MS Office applications

? Excellent analytical, organization and multitasking skills

? Strong work ethic and attention to detail

? Exceptional verbal and written communication skills

? Experience with Applied Epic is preferred but not required

Working with a lot of Real Estate accounts.

Handling inspections



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