Assistant Account Manager, Personal Lines

Conner Insurance • Indianapolis, IN

107d

About The Position

The Assistant Account Manager, Personal Lines position is important to the operations of the Personal Lines Department. They provide daily support and assistance to the Personal Lines Account Managers and the Personal Lines Advisors. Additionally, this role is tremendous training ground for someone who'd eventually like to be an Account Manager, as they learn the daily ins and outs of the position, interface with our AMS and our carriers, and build important insurance knowledge and experience.

Requirements

• Prefer bachelor's degree, or an associate's degree or equivalent, from two-year college or technical school
• High school diploma or equivalent is required
• Maintain a current Indiana Property & Casualty insurance license
• Proficient in Microsoft Office suite of products and Adobe Acrobat
• General understanding of all lines of personal insurance coverage
• Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
• Ability to read, analyze, and interpret industry policies and contract documents
• Ability to effectively present information to insureds and carriers
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Excellent oral and written communication skills
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of organizational skills
• Initiative and attention to detail
• Ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team

Responsibilities

• Provide technical support to Personal Lines Account Managers
• Process endorsement changes to active policies
• Complete endorsement requests in coordination with Advisor, Account Manager, or third party: follows up to ensure timely receipt of changes and policies.
• Assist in renewal reviews
• Organize incoming carrier/client mail and underwriting notices from each carrier
• Assist the Account Managers in corresponding with insured to obtain information or inform them of account status or changes.
• Respond to clients needs in a timely, professional, helpful and courteous manner, regardless of client attitude.
• Strive to meet service standards in all circumstances.
• Look for ways to add value beyond clients immediate requests.
• Enter customer data accurately and timely into Applied Epic Management System
• Compile data on insurance policy changes.
• Analyze Clients billing accounts.
• Use agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
• Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees