Job Description

Objective:

Easterly Surety Insurance Services is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry level position that does require insurance experience; license not required, however would be a plus! Easterly Surety is looking for an intelligent self-starter, with great computer skills, who is looking for a career with plenty of upward mobility.

Responsibilities Include:

• Renewal Processing Workflow- as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's (Statement of Value), spreadsheets, and order MVR's (Motor Vehicle Records).
• Process binders.
• Process endorsements.
• Process audits after review by the Account Manager.
• Invoicing as assigned.
• Follow up on claims.
• Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals.
• Create and maintain mail-merge documents.
• Draft proposals.
• Process un-routed attachments and carrier document retrieval items.
• Respond to client requests in a timely and accurate manner.
• Follow up and close open activities in EPIC (agency management system).
• Pursue and obtain P&C license, and other continuing education opportunities.
• Thorough documentation with proper E&O procedures must be followed.
• Other duties usual to servicing commercial accounts.
• Other special projects as assigned.
• Must be a Team player using existing protocols & sharing work progress with Team members.

Easterly Surety Insurance Services = Habits (Expectations):

These are practices that represent our unique culture.

• Smooth The Path And Be Respectful – Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team.
• Do Good – This is our core. We strive to do good for our clients, our company and our communities.
• Know Your Clients And Foster Relationships – Take the time to listen and learn. Build, maintain, and enhance the connections you make every day.
• Have Fun – Take the time to get to know your colleagues and let’s have fun! If we are happy and

connected, we all will do a better job for our clients

Requirements:

• Education – High School graduate/GED required.
• Experience working in an office environment preferred.
• Insurance experience is required.
• Excellent communication and collaboration skills required.
• Working knowledge of MS Office(Excel, Outlooks, and Word etc.), EPIC experience is a bonus.
• Must be organized and able to manage time effectively and efficiently.
• Professional demeanor and behavior are required, as referenced in Heffernan’s core values (Habits).

Working Conditions:

• At this ON-SITE location – the Agency principals bring in their two Labradoodles, must like and/or tolerate dogs. If OFFSITE/ REMOTE- must be available during office hours 8:00- 4:30 for emails, zoom & phone calls.
• The work environment may be indoors, with employees sitting at a desk for extended periods of time in a designated office space.
• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
• This position may require flexibility to work hours outside of a regular schedule.

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