Assistant Account Manager

Summary

Join Storable, a leading technology and insurance platform in the self-storage industry, as an Assistant Account Manager. This remote position focuses on daily commercial insurance agency operations, supporting sales, account managers, and management to enhance customer experience. You will prepare renewal quotes, issue policies, and handle premium financing. The role requires a Property & Casualty License and strong organizational and communication skills. Experience with Applied Epic or similar software is preferred. Storable offers a comprehensive benefits package, including generous health coverage, 401(k) matching, flexible vacation time, and various other perks.

Requirements

• Property & Casualty License
• Superior organizational skills
• Self-starter – ability to work independently
• Exceptional verbal communication skills
• Knowledge of common business structures
• Experience with CRM software
• Experience with Microsoft (Word, Excel)
• Detail oriented
• Comfortable working in a fast-paced environment
• Dedicated to completing tasks in a timely manner
• Ability and desire to learn new things
• All applicants must be currently authorized to work in the United States on a full-time basis

Responsibilities

• Prepare renewal quotes, issue policies, endorsements, accord forms, policy changes to clients
• Documentation in agency system (Applied Epic)
• Certificates of Insurance for new and renewal business
• Gather information necessary for and process insurance renewals
• Assist with claim processing
• Maintain product knowledge
• Maintain the Applied EPIC Agency Management System records in an up-to-date manner
• Handle premium financing, collecting policy premiums and processing to carriers

Preferred Qualifications

• Good familiarity with office software applications – G Suite (Google) knowledge is a plus
• Experience with Applied Epic, TAM, similar software
• Commercial insurance experience is preferred

Benefits

• Generous health coverage for you and your family, including fully paid short- and long-term disability coverage and two-times base salary life insurance
• 401(k) match after 60 days, 100% vested after 1 year
• Employer contribution to your HSA, plus an HRA to help offset your deductible
• Instant access to flexible vacation. We trust you, so we have a ‘take what you need’ vacation policy
• Be More – company rewards and recognition that add up and can be redeemed for personalized gifts and experiences!
• 8 hours of Volunteer Time Off each year and the opportunity to get active in the community by joining one of our offsite volunteer and community service events
• 8 hours of Rest, Relax, Recharge time to care for your mental health
• Access a range of mental well-being resources for yourself and your dependents, including counseling services, stress management programs, and mindfulness workshops
• Fully paid parental leave: 12 and 6 weeks for primary and secondary caregivers, respectively
• Paw'ternity Leave and Pet Bereavement - we understand that pets are a part of the family and have generous time-off policies, which honor that commitment
• Caregiver Leave: four weeks of fully paid time away from work to care for aging dependents or family members, if needed
• $50 monthly home data stipend, plus a home office sign-on bonus of $250
• Fertility care support options to help in your journey towards parenthood
• Access to financial experts to help you make informed decisions and achieve your financial goals
• Direct Student Loan Payment Program, some qualifications and eligibility rules apply