Job description

Job Title: Commercial Lines Assistant Account Manager

Department: Commercial Lines

Reports To: Commercial Lines Manager

Location: Remote or In-Person. Our office is located in Lower Gwynedd, PA

Salary: Based Upon Experience

To the qualified candidate we offer:

• Health Benefits offered after 90-days of employment
• Short-Term Disability & Life Insurance offered after 90-days of employment
• Simple IRA with up to a 3% match offered after 90-days of employment
• LifeLock enrollment after 90-days of employment
• PTO based on tenure
• Room for Growth and Advancement

About Emmanuel Insurance:

At Emmanuel Insurance we strive to enrich the lives of our clients and our employees. Our culture is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with dignity and respect. Our goal is to service the needs of our clients in the most economical and protective way possible. We are a family-owned, full-service agency, offering not only customer service and care, but also a wide breadth of coverage, and we firmly believe buying insurance can be simple and straightforward. Getting great service should be the rule, rather than the exception. Trust and honesty are how we have become the premier insurance provider for the tri-state area. At Emmanuel Insurance, “We are Family & We Will Protect Yours”.

Job Description:

The Commercial Lines Assistant Account Manager supports the Account Executive(s) in the Commercial Lines Department for back-office processing, agency management support and client service requests. This position works at the direction of the Account Manager(s) to facilitate managing of various client and carrier documents and system administration. As an assistant to the Account Manager(s), this position requires skills to accurately perform clerical, technical information entry and administrative support functions. This position does not work directly with producers or have responsibilities for a book of business other than the tasks delegated for processing. As a representative of the agency, the candidate must maintain a positive, professional image, as well as exemplify the agency’s standards for client service. The candidate will be trained on, and adhere to agency policies, workflows and procedures. The applicant will be a self-starter, with good verbal and written communication skills and should be detail oriented. This position requires the employee to work on the computer or other office equipment up to eight (8) hours a day. If all the duties and responsibilities of this position are mastered, there is room for growth and advancement.

Job Duties and Responsibilities:

• Review and/or process new and renewal policies within Agency Management System (Applied EPIC)
• Follow up with Carriers for the following types of documents: Policies & Endorsements via email or the applicable carrier website
• Initiate any type of change request and send to the appropriate carrier to make policy changes, issue certificates, auto ID cards, and any/all other insurance documents customary to commercial lines processes
• Prepare correspondence to insured and/or carrier as needed
• Respond to internal and external inquiries and/or requests in a timely manner
• Work closely with Account Manager(s) to develop the skills and insurance knowledge necessary to perform assigned tasks
• Gather claim information from insureds, submit claim to the appropriate carrier and document in Agency Management System (EPIC)
• Enter and maintain complete and accurate information in Agency Management System (EPIC) while staying compliant with standards, including but not limited to documenting all client interactions
• Other duties as assigned

Requirements:

• Pennsylvania Property & Casualty license required
• High school Diploma required; College degree preferred but not required
• Proficient with Microsoft Office 365, specifically Outlook (Excel, Word, Outlook, and PowerPoint)
• Highly-organized with good time management skills essential to meet deadlines; Able to re-prioritize effectively when necessary
• EPIC experience preferred but not required

WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for employment and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military, or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.

Learn more about Emmanuel Insurance by visiting our website: https://www.emmanuelins.com

Job Type: Full-time

Pay: $35,000.00 - $65,000.00 per year

Benefits:

• Disability insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Education:

• High school or equivalent (Required)

Experience:

• EPIC: 1 year (Preferred)

License/Certification:

• Pennsylvania Property & Casualty license (Required)

Work Location: Remote

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