Administrative Assistant - Room to Grow!

Our client, a boutique group within a global insurance company, is looking to add an Administrative Asst./Asst. Account Manager to their team. This individual will be working very closely with their Account Management teams, helping to support them in their client focused initiatives doing a role that is very project focused with independent work! The candidate must have excellent interpersonal and customer facing abilities as well as strong task management and organizational skills. Don't let insurance scare you away! This is a dynamic group that has been steadily growing over the last several years and is a great growth opportunity for the right candidate!Responsibilities:Coordinates client meetings and presentationsInteracts daily with clients, Underwriters, and BrokersSupports marketing efforts to both new and existing clientsCoordinates and oversees issuance of coverage documentation including Certificates of Insurance, Auto ID cards and any warranty requirementsEnsures policies and policy documentation are received timely and issued accurately; works with Underwriter/Broker to obtain revisions as neededChecks policies for accuracy and requests changes from Underwriters as necessaryReviews certificates requests to confirm that insurance meets client requirements as well as to confirm appropriate coverage is evidence and issuedGenerates insurance proposals, summaries of insurance and policy schedules at the direction of the Account Manager and/or Account ExecutiveEnsures that all schedules are updated within Epic throughout the policy termRequests and reviews policy endorsements at the direction of the Account Manager and/or Account ExecutiveProcesses invoices through Epic for policies and endorsementsComplies with agency management system data standards and data integrity (enters and maintains complete and accurate information)Other duties as assignedDesired Skills/Experience:Bachelor's Degree or equivalent combination of education and experienceAdministrative internship to 3 years administrative based experience

Created: 2025-02-09