Licensed Assistant Account Manager
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Job Summary
Supporting Senior Account Managers and Account Managers, the part-time Licensed Assistant Account Manager will ensure efficient servicing of client accounts, maintain accurate information in the Applied EPIC system, and provide high-quality customer service while working remotely from the Pacific, Mountain, or Central Time Zones.
Key Responsibilities
- Maintain accurate client information in the Applied EPIC system and process applications and policy documents
- Provide timely customer service by responding to client inquiries and assisting with claims submissions
- Collaborate with team members to support projects and manage workflow effectively
Required Qualifications
- High school diploma required; associate or bachelor's degree preferred
- 2+ years of experience as an Account Assistant; 3 years preferred
- Active Property and Casualty Broker/Agent license required
- Strong technical knowledge of insurance coverages and markets
- Proficiency with Applied EPIC and Microsoft Office Suite
Complete Job Description
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