Assistant Account Manager

The Jonus GroupSan Antonio, TX
Onsite

About The Position

Seeking a dedicated and detail-oriented Assistant Account Manager to join a team. This role is integral to supporting our account management team and ensuring the smooth operation of an agency. The ideal candidate will have an active Property & Casualty (P&C) license in Texas and experience in an independent insurance agency.

Requirements

  • Active Property & Casualty (P&C) license in Texas is required.
  • Prior experience in an independent insurance agency is required.

Nice To Haves

  • Familiarity with small commercial lines accounts is preferred but not mandatory; training will be provided.
  • Proficiency in Applied Epic software is preferred.

Responsibilities

  • Serve as the first point of contact by answering phones and acting as a receptionist.
  • Assist account managers with clerical and administrative tasks.
  • Support the management of small commercial lines accounts under $100k in premium.
  • Utilize Applied Epic software to manage client information and accounts.
  • Provide exceptional customer service to clients and maintain professional communication.
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