Overview
Administrative Assistant – Room to Grow! Jobs in Boston, MA at Daniel Roberts
Title: Administrative Assistant – Room to Grow!
Company: Daniel Roberts
Location: Boston, MA
Our client, a boutique group within a global insurance company, is looking to add an Administrative Asst./Asst. Account Manager to their team. This individual will be working very closely with their Account Management teams, helping to support them in their client focused initiatives doing a role that is very project focused with independent work! The candidate must have excellent interpersonal and customer facing abilities as well as strong task management and organizational skills. Don’t let insurance scare you away! This is a dynamic group that has been steadily growing over the last several years and is a great growth opportunity for the right candidate!
Responsibilities:
Coordinates client meetings and presentations
Interacts daily with clients, Underwriters, and Brokers
Supports marketing efforts to both new and existing clients
Coordinates and oversees issuance of coverage documentation including Certificates of Insurance, Auto ID cards and any warranty requirements
Ensures policies and policy documentation are received timely and issued accurately; works with Underwriter/Broker to obtain revisions as needed
Checks policies for accuracy and requests changes from Underwriters as necessary
Reviews certificates requests to confirm that insurance meets client requirements as well as to confirm appropriate coverage is evidence and issued
Generates insurance proposals, summaries of insurance and policy schedules at the direction of the Account Manager and/or Account Executive
Ensures that all schedules are updated within Epic throughout the policy term
Requests and reviews policy endorsements at the direction of the Account Manager and/or Account Executive
Processes invoices through Epic for policies and endorsements
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned
Desired Skills/Experience:
Bachelor’s Degree or equivalent combination of education and experience
Administrative internship to 3 years administrative based experience
