Job Listing: Assistant Account Executive

Job Summary: We are a 100+ year old NYC based Insurance Brokerage firm seeking experienced, P&C licensed applicant with 2+ years of servicing accounts with commercial insurance account. This position reports to the Account Executive/Manager of the Small Business Unit. Job Duties: Assist Account Executive as required, but not limited to: •Processing certificates of insurance/evidence of insurance/automobile insurance identification cards/schedules and binders. •Some client and underwriting contact on telephone when necessary. •Backup for Account Executive •Process premium invoices/binder bills. •Obtain username/password and become familiar with all agent online systems for carriers regularly used by SBU department. •Process change requests by submission of Acord175 forms to underwriter of via the carriers’ on •Review and distribute mail twice a day •Suspend new lines, endorsement requests and binders; follow up on all suspense items. Review items daily. •Meet with AE weekly to go over any incomplete suspense items. •Generate and mail courtesy Notice of Cancellation letter to client with established guidelines and procedures. •Review cancellation list with Account Executive on weekly basis or as needed. •Advise Accounting Department on the status of payments. •Generate premium invoice and binder bills •Set up new files (electronic and Sagitta). •Update Sagitta underwriting information as necessary. •All other duties deemed necessary by the manager.