Assistant Account Manager

Bridge Specialty Group•Rye Brook, NY

5d•$30 - $36•Onsite

About The Position

The Assistant Account Executive supports the Account Executive team in managing client accounts, ensuring efficient service delivery, and contributing to client satisfaction and retention within the insurance brokerage industry.

Requirements

Bachelor’s degree in Business Administration, Finance, or a related field preferred.
1–2 years of experience in an administrative or support role, preferably within the insurance or financial services industry.
Strong organizational skills and meticulous attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Ability to work effectively in a fast-paced, team-oriented environment.
Demonstrated ability to prioritize tasks and manage multiple projects simultaneously.
Strong desire to learn and grow within the insurance industry.

Nice To Haves

Property & Casualty license preferred, or willingness to obtain within a specified timeframe.

Responsibilities

Assist Account Executives with day-to-day account management tasks, including policy renewals, endorsements, and claims processing.
Prepare and process insurance applications, proposals, and related documents accurately and efficiently.
Communicate with clients, carriers, and internal teams to gather necessary information, answer inquiries, and resolve issues.
Maintain organized client files and update account information in the agency management system.
Support the Account Executive team’s sales and marketing efforts by preparing presentations and reports.
Research and analyze insurance market trends and product offerings to assist in developing client solutions.
Ensure compliance with company policies, procedures, and industry regulations.
Participate in client meetings and presentations as needed.