Assistant Account Manager, Executive Accounts

Lamb Insurance ServicesNew York, NY

About The Position

The Assistant Account Manager will be assisting Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.

Requirements

  • Bachelor’s Degree
  • Minimum 2-4 years’ experience in a similar position at a P&C agency
  • Prior experience working within an Agency Management System, preferably EPIC
  • Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic

Nice To Haves

  • P&C License preferred. Must obtain after hired if not currently licensed

Responsibilities

  • Timely and accurate completion of tasks as assigned by the Account Manager.
  • Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing.
  • Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries.
  • Research/investigate issues as needed (for instance, Experience Modification Factor changes)
  • Set up new clients in Epic as necessary
  • Transmit insurance policies to clients and check the policies for accuracy prior to transmitting.
  • Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members.
  • Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows.
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