Assistant Account Manager - Commercial Lines
About The Position
Our culture creates a value-driven, innovative, fun environment in which our employees are valued and respected. We are inspired to provide client support that has built a strong reputation in our communities. We offer: A robust benefits package, including health coverage and 401(k) matching Professional development supported with tuition reimbursements and on-site continued education 32 paid volunteering hours per year to give back to your community A supportive, team-oriented atmosphere with opportunities for growth
Requirements
- High School diploma or GED equivalent
- Customer-first mindset and willingness to learn
- Self-starter with strong initiative and a continuous improvement mindset
- Strong collaboration and relationship-building skills with excellent written and verbal communication
- Detail-oriented with strong listening skills
- Team player with a "can-do" attitude
Responsibilities
- Review company-issued new and renewal policies for accuracy in rating, endorsement forms, and coverage.
- Assist clients with loss claims and follow up as needed based on workflow.
- Make pre-renewal calls to clients and provide client education as needed.
- Obtain information requested by the insurance carrier underwriter.
- Prepare Auto ID cards, Evidence of Property, Summary of Insurance, and Binders.
- Service commercial lines accounts to eliminate gaps in coverage and reduce E&O exposures.
- Assist Account Managers with various tasks to deliver excellent customer service to clients.
- Input data into Epic (Agency Management System).
- Observe and learn from team members to enhance skills.
- Organize and execute scanning and clean-up projects as directed.
- Manage printing tasks and process incoming and outgoing department mail.
- Execute additional tasks assigned by managers.
Benefits
- A robust benefits package, including health coverage and 401(k) matching
- Professional development supported with tuition reimbursements and on-site continued education
- 32 paid volunteering hours per year to give back to your community
- A supportive, team-oriented atmosphere with opportunities for growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
High school or GED
Number of Employees
251-500 employees
