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CL Account Executive / Ass't to Branch Manager
Location:
Teaneck, NJ
Description:
Otterstedt Insurance Agency is seeking a self-motivated individual with 2-3 years experience in commercial lines insurance. In this position you would handle a small book of business as well as assist the the CL department with issuing certificates, taking payments, etc. Experience with EPIC, a plus. The normal day to day functions may include (but not limited to): Assist in the issuance of proofs of insurance (binders, certificates of insurance, and evidence of property insurance,). Follow up on pending cancellations and reinstatements in accordance with our EPIC procedures. Assist with service matters (phone calls, emails, etc.) when the account executive is not available or not present in the office. Process all non-premium endorsements for the clients, including entering data into EPIC, making changes on the company websites and follow up on the open activities. Prepare correspondence including, cover letters, policies, binders, and ID cards as needed to assist the account executive. Review Expiration Clean Up sheets to make sure that any policies that should show as renewed are properly entered and giving back to the account executive those items that need more involvement. Run Motor Vehicle Reports. Assist with tasks and any special projects given to you by your manager.
Company:
Otterstedt Insurance Agency
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: CL Account Executive / Ass't to Branch Manager
CL Account Executive / Ass't to Branch Manager is a Executive Account Executive, Branch Manager Job at Otterstedt Insurance Agency located in Teaneck NJ. Find other listings like CL Account Executive / Ass't to Branch Manager by searching Oodle for Executive Account Executive, Branch Manager Jobs.
CL Account Executive / Ass't to Branch Manager is a Executive Account Executive, Branch Manager Job at Otterstedt Insurance Agency located in Teaneck NJ. Find other listings like CL Account Executive / Ass't to Branch Manager by searching Oodle for Executive Account Executive, Branch Manager Jobs.