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Foundation Risk Partners · 5 hours ago

Commercial Insurance Assistant Account Executive

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $90K/yr

2+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking an Assistant Account Executive - Commercial Lines to join their team. This role involves providing administrative support to producers and account executives, ensuring high-quality customer service, and managing various insurance-related tasks.

InsuranceRisk Management

Responsibilities

Provides daily administrative support to designated Producers and Account Executives and existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account Executive

Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service

Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims

Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc

Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards

Occasional contact with clients to ensure that they are informed about insurance

Educates and coaches business partners on insurance products, compliance, and operational duties

Invoice all applicable accounts, and process premiums when required

Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive

Work expiration lists prior to renewal for customer contact and improved retention

Perform agency system client updates and input into system according to department procedures

Qualification

Applied EpicProperty & Casualty LicenseMicrosoft WordMicrosoft ExcelMicrosoft PowerPointClient first attitudeVerbal communicationWritten communicationNegotiation skillsAttention to detailTeamwork

Required

Minimum of 2+ years related experience in the insurance industry

Knowledge of Applied Epic required

High school diploma, college degree preferred

Property & Casualty License required, or must be open to obtaining

Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner

Must be able to work independently with limited supervision

Must be able to prioritize and effectively manage multiple tasks at once

Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint

Strong verbal and written communication and negotiation skills

Ability to deal with problems involving clients and staff, as well as vendors

Ability to demonstrate attention to detail with high degree of accuracy

Ability to multitask and prioritize a variety of activities

Ability to demonstrate a 'client first' attitude

Ability to work on a team effectively