Assistant Account Manager

HUMMEL GROUP INCOrrville, OH
Onsite

About The Position

The Assistant Account Manager is responsible for administrative duties within the book of business they support. The Assistant Account Manager is responsible for working day-to-day requests from Account Managers and Account Executives.

Requirements

  • Excellent customer service and teamwork skills.
  • Ability to interact with employees, customers, and vendor companies.
  • Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs.
  • Ability to travel offsite as needed including limited overnight travel.
  • High school diploma or equivalent required.
  • Requires possession and maintenance of a Property and Casualty license.
  • Must have a current driver license and an insurable driving record.
  • This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.

Responsibilities

  • Gathers information from clients to facilitate the renewal process.
  • Completes processing tasks out of their work queue.
  • Develops relationships with clients and responds to client requests in a timely manner.
  • Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations.
  • Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives.
  • Services small business accounts as experience increases.
  • Acts as a liaison between the Account Manager and Quality Control.
  • Coordinates and schedules client meetings for Risk Advisors and Account Executives.
  • Prepares reports for Account Executives and Risk Advisors as needed.
  • Other job duties as assigned.
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