Assistant Account Manager

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. • Packages and markets applications to various carriers to obtain quotes; • Negotiates prices, commissions, and/or coverages with carriers; • Reviews policies, identifies deficiencies and determines appropriate level of coverage; • Manages renewal process for expiring policies; • Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts; • May participate in client meetings to review coverage; • Gathers information for applications; • Prepares presentations and proposals for clients; • Researches requests for information from underwriters; • Composes correspondence to insured and/or underwriters; • Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor; • Prepares draft certificate templates for review and approval; • Analyzes certificate requests and ensures clients needs are met; • Inputs applications and creates letters, and other forms of correspondence; • Binds insurance coverage and prepares insurance binders; • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

🎯 Requirements

• Associate's Degree or equivalent combination of education and experience • Four (4) or more years related work experience • Valid Insurance License • Must continue to meet Continuing Education requirements for license renewal