Commercial Policy Services Administrator
Storable, the self-storage industry’s most powerful technology and integrated insurance platform is seeking a talented Commercial Insurance Representative (Assistant Account Manager) for its commercial insurance agency operations. In this role you will process the daily office operations for a commercial insurance agency focusing on serving the... self-storage industry. You will work closely with Sales, Account Managers, and Management to support and enhance the customer experience. Location: Remote
What you will do:
• Prepare and process renewal quotes, issue policies, certificates, endorsements, accord forms, policy changes to clients. Documentation in agency system (Applied Epic)
• Manage existing book of business of select accounts
• Certificates of Insurance for new and renewal business
• Gather information necessary for and process insurance renewals.
• Assist with claim processing.
• Maintain product knowledge.
• Maintain the Applied EPIC Agency Management System records in an up-to-date manner.
• Handle premium financing, collecting policy premiums and processing to carriers.
What you will need:
• Certificates, Licensees, Registration: Property & Casualty License
• Superior organizational skills
• Self-starter – ability to work independently
• Exceptional verbal communication skills
• Good familiarity with office software applications – G Suite (Google) knowledge is a plus
• Knowledge of common business structures
• Experience with CRM software. Experience with Applied Epic
• Experience with Microsoft (Word, Excel)
• Detail oriented
• Comfortable working in a fast-paced environment
• Dedicated to completing tasks in a timely manner
• Ability and desire to learn new things
• Commercial insurance experience (3+ years