Assistant Account Manager at Convelo Insurance Group in Remote

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

The Assistant Account Manager will be assisting Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.

RESPONSIBILITIES

• Timely and accurate completion of tasks as assigned by the Account Manager.
• Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing.
• Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries.
• Research/investigate issues as needed (for instance, Experience Modification Factor changes)
• Set up new clients in Epic as necessary
• Transmit insurance policies to clients and check the policies for accuracy prior to transmitting.
• Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members.
• Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows.

QUALIFICATIONS

• Bachelor’s Degree
• Minimum 2-4 years’ experience in a similar position at a P&C agency
• P&C License preferred. Must obtain after hired if not currently licensed
• Prior experience working within an Agency Management System, preferably EPIC
• Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority