Assistant Account Executive
| Company | HUB |
|---|---|
| Location | Mahwah, NJ, USA, Lakewood, NJ, USA |
| Salary | $38.46 – $41.21 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 2+ years servicing experience preferably with a brokerage company
- Must be proficient in Microsoft Excel
- Good oral and written communication skills
- Strong organizational skills are a must
- NY P&C Licensed preferred
- Familiar with Epic software a plus
Responsibilities
- Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules.
- Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS
- Liaise with Accounting department, financing companies, and direct bill carriers to maintain up to date billing schedules for each client
- Pass marketing, policy, and coverage correspondence to appropriate contacts within the team
- Perform other specific duties as directed by the Account Executive
- Respond to certificate requests and payment inquiries in a timely manner
- Process add/term requests as directed by AE
- Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc.
- Follow up with carriers for outstanding policies, endorsements, invoices, and other open items
- Tracking and maintaining a log of follow-up emails to clients and to markets
- Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
- Delivering policies and endorsements to clients after policy check has been completed
Preferred Qualifications
- NY P&C Licensed preferred
- Familiar with Epic software a plus