Assistant Account Manager
About The Position
Fidelity National Financial and its family of companies are seeking an entrepreneurial and motivated Assistant Agency Account Manager to support agency operations in the Kansas City area. The role supports the Agency Account Manager and department staff in the efficient day-to-day operation of the Central States Agency Department. Under general supervision, the position independently coordinates administrative, operational, and agent-support activities. Responsibilities include processing agency applications, establishing and maintaining agent files, reviewing monthly policy reports and payments, supporting department communications and events, and resolving routine issues within established guidelines. The position is based in the Lees Summit, Missouri office and is hybrid.
Requirements
- Exceptional customer service and professional communication skills.
- Strong attention to detail and a consistent commitment to accuracy.
- Excellent organizational skills and the ability to manage multiple priorities.
- Dependable and flexible, with the ability to perform effectively under deadlines and pressure.
- Sound judgment and the ability to solve problems efficiently and creatively.
- Proactive and accountable, and willing to ask questions when clarification is needed.
- Self-motivated and able to work independently within established guidelines.
- Proficiency in Microsoft Word, Excel, Outlook, and Canva.
- Ability to perform basic bookkeeping and mathematical calculations.
- Ability to maintain confidentiality and handle sensitive information appropriately.
- Collaborative, team-oriented approach.
- Ability to understand and follow company policies and procedures.
Nice To Haves
- Constant Contact experience.
- Experience working with legal documents.
- Ability to organize, retain, and retrieve a large volume of information.
Responsibilities
- Process new agency application packages and maintain the application tracking system.
- Prepare and process agency contracts, amendments, and related documentation.
- Establish, maintain, and update agent files and departmental records.
- Maintain current E&O insurance and agent licensing records.
- Complete and approve AgentTrax registrations.
- Respond promptly and professionally to agent requests and inquiries.
- Train and support agents in the use of AgentTrax.
- Assist agents with ePay and eRemit support and administration.
- Apply customer payments as required.
- Work with agents to resolve monthly account discrepancies and collect accounts receivable.
- Manage policy corrections and issue prior policies and endorsements as needed.
- Track high-liability approval requests.
- Notify agents of new claims and obtain agent files on behalf of the Claims Department.
- Support administrative requirements for continuing education, including course approval submissions and agent CE credit reporting.
- Coordinate agent communications through Constant Contact, including bulletins, invitations, and email campaigns.
- Plan and coordinate agency seminars and other events, including venues, food and beverage, and décor.
- Set up and coordinate webinars.
- Work with the Marketing Team to create event flyers.
- Provide administrative support to the Agency Manager and Account Managers.
- Prepare reports, maintain files, answer telephone calls, order supplies, and submit invoices to Accounts Payable.
- Create and track invoices.
- Perform other duties as assigned.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Matching 401(k) plan
- Matching employee stock purchase plan
- Potential bonus or commission eligibility
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
