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


AMS SOFTWARE NEEDED


 


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