Executive Assistant
Company: EPIC Insurance Brokers & Consultants
Location: Jersey City
Posted on: February 22, 2021
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Job Description:
ScopeJob Description - Executive Assistant To assist Senior
Account Executive/VP in the servicing of their VIP accounts.Duties*
Assist the Senior Account Executives/VP with servicing the client
account including but not limited to the following:* Renewals -
work with expiration lists to keep AE/VP ahead of upcoming renewals
and assist in remarketing if appropriate.* Endorsements - process
and follow up on endorsements.* Billing Questions - handle client
billing questions* Cancellations - sent payment reminder notices
and cancellation forms, if appropriate. * Remarkets - assist AE/VP
with remarkets by quoting and preparing proposal document.* Account
Summaries - assist AE/VP in preparing annual reviews by setting up
the template Account Summary.* Preparation for client meetings -
assist AE/VP with documents and putting together a presentation for
client meetings.* Proposals - Assist AE/VP with new business
proposals, by setting up template.* Quoting - Assist AE/VP with
quoting for new business, remarketing, account rounding, etc.*
Assist with special projects as requested by management.* Be
available to attend educational classes and seminars as requested
by management.* Obtain and continue with all Producer Licensing
requirements.* Communicate with team members and AE/VP's on account
updates.* Maintain positive working relationships with team
members.* Be available to attend all departmental and company
meetings as requested by management.WHY JOIN US?* 15th Largest
Broker in US* Voted " Best Place to Work" in the Insurance
Industry* Awesome Benefits: 401K matching, Generous Time Off
Policy, Flexible Work Options, Medical, Dental, Vision, Pet
Insurance, Cancer Insurance, Wellness Programs, Employee Award
Programs (Trips!).
Keywords: EPIC Insurance Brokers & Consultants, Jersey City , Executive Assistant, Other , Jersey City, New Jersey
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