Assistant Account Manager

Tedford Insurance•Jenks, OK

About The Position

We have an exciting new opportunity for an Assistant Account Manager in our Commercial Lines Department at Tedford Insurance. GENERAL SUMMARY: The Assistant provides administrative and clerical support to the team in Commercial Lines. This role requires high supervision to ensure adherence to established procedures and maintain a high standard of customer service. PRIMARY RESPONSIBILITIES: Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations. Provides administrative/clerical support to Account Management Associates and Specialists in obtaining, maintaining, and expanding business. Works closely with Director of Account Management, Producers and Agency personnel on all aspects of new business and renewals. Assists in the preparation of numerical and written data. Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary. Ensures the accuracy of data in those systems. Prepares reports for management as required or requested. Attends industry related continuing education training and courses. Backups other Assistants in Customer Service and Marketing as needed based on business needs. Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

Requirements

Exceptional verbal written communication skills.
Quality Management- demonstrates attention to details.
Proficient in Outlook and Microsoft Office Suite.
Proficient in typing and data entry.
Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
Advanced organizational skills required.
High School Diploma or equivalent required
Valid Drivers License required.
New Hires that do not have a valid Oklahoma P&C Insurance License are required to take and pass within 90 days in order to retain employment.
Outgoing, goal driven, and detail orientated.

Nice To Haves

Previous experience as an Assistant Account Manager at an Independent Insurance Agency preferred.
Experience in a Commercial P&C Insurance Agency preferred.
Associate degree or higher preferred.

Responsibilities

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
Provides administrative/clerical support to Account Management Associates and Specialists in obtaining, maintaining, and expanding business.
Works closely with Director of Account Management, Producers and Agency personnel on all aspects of new business and renewals.
Assists in the preparation of numerical and written data.
Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary.
Ensures the accuracy of data in those systems.
Prepares reports for management as required or requested.
Attends industry related continuing education training and courses.
Backups other Assistants in Customer Service and Marketing as needed based on business needs.
Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.