Job Description

Account Assistant

Job Summary

Seeking a detail-oriented and responsible Account Assistant to join a growing team. This role is pivotal in supporting the day-to-day operations of a insurance agency, particularly in servicing healthcare accounts such as home health, hospice, assisted living facilities, and nursing homes. The ideal candidate will have a strong background in insurance operations, excellent time management skills, and a desire to grow within the industry.

Compensation Package

• Salary: $70,000 - $85,000 per year, based on experience.
• Benefits: Comprehensive benefits package available.

Responsibilities

• Provide administrative and operational support to leadership, including preparing documentation for renewals, proposals, and market submissions.
• Order loss runs, create ACORD forms, and initiate certificates of insurance.
• Follow up on binders, invoices, and other documentation to ensure timely processing.
• Assist in the transition and implementation of the EPIC software system, taking a leadership role in its rollout.
• Maintain a high level of accuracy and attention to detail in all tasks.
• Collaborate with team members to ensure smooth and efficient workflows.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 2-3 years of relevant experience, including familiarity with certificates and endorsements.
• Technical Skills: Proficiency in EPIC software is a must; experience with Zywave is a plus.
• Soft Skills:
  • Strong organizational and time management abilities.
  • Detail-oriented with a commitment to accuracy.
  • Tech-savvy and adaptable to new systems.
  • Excellent communication and interpersonal skills.
  • A proactive and growth-oriented mindset.

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