Assistant Account Manager

SUMMARY 

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Prepares exposure workbook and applications for client pre renewals.

Assists Service team in reviewing and comparing quotes for Proposals.

Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.

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.

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.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned

QUALIFICATIONS 
EDUCATION / EXPERIENCE 

Associate's Degree or equivalent combination of education and experience

Four (4) or more years related work experience

Encouraged to complete Career Path requirements as communicated by Supervisor

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good problem solving skills and time management skills

Ability to work within a team and to foster teamwork

Ability to work independently on assigned tasks

Proficient in Microsoft Office Suite

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