Commercial Lines Account Assistant

Hybrid Opportunity! Medix is seeking a team oriented Commercial Lines Account Assistant to join the team at a major Insurance Broker and Risk Managment firm in Media, PA!

Responsibilities:

Build and maintain positive relationships with clients.

Maintain accurate records.

Work with Account Managers to achieve goals.

Create basic Excel spreadsheets/Word documents for clients/internal staff use.

Process policy change requests.

Responsible for timely endorsement follow-up, as well as billing.

Issue new and renewal Certificates of Insurance and Automobile ID Cards.

Follow-up with insurance carriers for cancellations and other payment issues.

Assist team with renewal/new business process from account preparation through binding.

Manage receipt and distribution of policies.

Requirements:

• College Graduate.
• Licensed Property & Casualty Producer (can be obtained upon hire).
• Minimum of 1 year insurance experience.
• AMS360 experience preferred but not required.
• Proficient with MS Office including Excel, Word and PowerPoint.