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9 дней назад

Associate Account Manager (Fintech)

28 - 34$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Associate Account Manager (Commercial Insurance/Fintech): Processing daily service requests, renewals, certificates, billing questions, and claims for commercial insurance clients with an accent on EPIC-based policy administration and client communication. Focus on preparing renewal materials, checking workers’ compensation policies, issuing certificates, obtaining quotes, and documenting claim activity.

Location: Honolulu, California, or Washington; must be able to work on Hawaii time zone. On-site presence is required.

Base compensation: $28–$34.

Company

hirify.global is a global fintech and insurance brokerage company providing insurance, reinsurance, cyber services, mortgage origination, risk management, and related financial products.

What you will do

  • Support Commercial Account Managers with service requests, customer calls and emails, endorsements, claim reporting and follow-ups, billing questions, audits, certificates, cancellations, and reinstatements.
  • Process account and policy activity in EPIC, including policy checks, claims entry, carrier submissions, follow-up, and documentation.
  • Support commercial insurance renewals by obtaining requirements and updates, preparing draft presentations and emails, arranging finance agreements, and creating draft invoices.
  • Enter workers’ compensation submissions online with carriers for marketing when needed.
  • Issue certificates and EPIs through EPIC and CSR24, and obtain quotes for limit increases and additional insured forms.

Requirements

  • Minimum high school diploma.
  • Property/Casualty license.
  • Strong typing and PC computer skills.
  • Proficiency with Microsoft Word, Outlook, Quick Parts, Excel, and common web browsers.
  • Ability to provide clear, concise, professional written and verbal communication, including correspondence, group presentations, and sensitive client communications.
  • Active listening, critical thinking, time management, prompt response to email and voicemail, and accurate activity documentation.

Nice to have

  • Experience with the EPIC Agency Management System.
  • Experience with company online rating and service sites.

Culture & Benefits

  • On-site collaboration with team leadership and cross-functional partners.
  • Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
  • Paid sick time, paid time off, holidays, an Employee Assistance Program, and a Calm app subscription.
  • 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
  • Paid maternity and paternity leave, legal plan options, and pet insurance.

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