Assistant Account Manager /
Administrative Assistant

Position Duties

• Basic data entry in AMS database (i.e. submissions, certificates)
• Basic Proposal formatting (transposing quotes into word document proposals)
• Check/Scan Policies, Order Loss Runs, MVRs
• Assist in renewing all insurance licenses, i.e. Non – resident producer licensing
• Receptionist Duties (i.e. phones, mail, office supply orders)
• Assist Account Manager with various requests

Requirement/Skills

• CA DOI License and at least 5 years of industry experience
• Strong experience with all policy transaction aspects of AMS 360
  • Renewals
  • Endorsements
  • Invoicing
  • Eforms- Applications, ID Cards, and Certificates
• Strong understanding of MS Office products
  • Word – superior skills
  • Excel – superior skills
  • Outlook – superior skills
• PowerPoint – proficient
  • Experience with
  • Scan Snap or similar product
  • Adobe Acrobat
  • Ecerts Online would be a plus, but not mandatory
• Experience working in paperless environment – mandatory