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Executive Assistant

Company: EPIC Insurance Brokers & Consultants
Location: Jersey City
Posted on: February 22, 2021

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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