Provide meaningful support to dedicated Account Managers, assisting with a variety of tasks and inquiries to ensure client satisfaction
Job Summary
Provide meaningful support to dedicated Account Managers, assisting with a variety of tasks and inquiries to ensure client satisfaction.
Maintain accurate client records in the broker management system (EPIC) and follow up with insurance carriers for outstanding documentation.
This role offers a career path toward becoming an Account Manager with opportunities for ongoing training, development, and a competitive benefits program.
Matching Summary
Provide meaningful support to dedicated Account Managers, assisting with a variety of tasks and inquiries to ensure client satisfaction.
Salary
Base: $45,000 - $50,000 annually; Bonus/Equity: Not specified; Benefits: Competitive Employee Health & Dental Benefits program
Skills & Requirements
Must-have
Microsoft Suite proficiency
Strong attention to detail
Excellent communication skills
Time management and prioritization
Fast-paced environment adaptability
Nice-to-have
Entrepreneurial mindset
Eagerness to learn and grow
Collaborative team member
Key Requirements
RIBO license (active, in progress, or willingness to obtain)