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[Remote] Assistant Account Manager

Remote · New Zealand Full-time

Note: The job is a remote job and is open to candidates in USA. Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. The Assistant Account Manager will be assisting Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.

Responsibilities

  • Timely and accurate completion of tasks as assigned by the Account Manager
  • Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing
  • Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries
  • Research/investigate issues as needed (for instance, Experience Modification Factor changes)
  • Set up new clients in Epic as necessary
  • Transmit insurance policies to clients and check the policies for accuracy prior to transmitting
  • Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members
  • Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows

Skills

  • Bachelor's Degree
  • Minimum 2-4 years' experience in a similar position at a P&C agency
  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic
  • P&C License preferred. Must obtain after hired if not currently licensed
  • Prior experience working within an Agency Management System, preferably EPIC

Benefits

  • Remote

Company Overview

  • Signers National is a technology-enabled insurance brokerage and managing general agent focused on commercial insurance. It is a sub-organization of Lamb Insurance Services. It was founded in 2021, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://signat.com/.
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