Assistant Account Manager

Hanscom Federal Credit Union•Chestertown, MD

14h•$20 - $30•Onsite

About The Position

It’s an exciting time to be at Hanscom Federal Credit Union & Fleetwood Insurance Group! As a member of our Insurance Group, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members. We are a members-first organization, prioritizing integrity, teamwork, innovation, and empathy in all our decisions and actions. We offer a full-time, permanent position with competitive compensation, medical, dental, vision, FSA, 401(k), student loan paydown, and paid sick and vacation time benefits. We are committed to fostering career growth and development, helping you progress in your career by developing your skills aligned to our business needs.

Requirements

Current & active Maryland Property & Casualty insurance license is required.
High school diploma or equivalent.
Proficient use of Microsoft Office.
Must be authorized to work in the US.

Nice To Haves

Prior insurance, customer service, administrative support, or quoting experience of at least 1 year is preferred.
Experience working in a deadline-driven service environment and coordinating multiple requests is preferred.
Working knowledge of Personal and/or Commercial Lines Property & Casualty insurance concepts, coverage, and basic underwriting information is preferred.
Detail-oriented, service focused, and able to communicate professionally both written and verbally.
Effective organizational and time-management skills.
Ability to organize work, handle multiple tasks, maintain attention to detail and follow-through.
Additional insurance education or training is preferred.

Responsibilities

Prepare accurate and timely new business and renewal quotes as assigned by the Account Manager, following agency procedures, carrier guidelines, and service standards.
Assist with remarketing efforts by obtaining, comparing, and organizing quote options for Account Manager review.
Gather, verify, and document information needed for accurate submissions and quotes; follow up on missing or incomplete information as needed.
Support policy issuance, binding, documentation, and related servicing activities within established procedures and delegated authority.
Maintain complete, accurate, and timely documentation of client interactions, quote activity, carrier communications, and account records within the agency management system.
Support Account Managers, Customer Service Representatives, and other team members with quoting, policy servicing, documentation, and related account activities.
Communicate progress on assigned work and promptly escalate underwriting, coverage, service, or system issues requiring additional review or approval.
Contribute to a positive client experience by responding to internal and external requests in a professional, timely, and service-oriented manner.
Recognize opportunities to enhance client coverage needs and refer those opportunities to the appropriate Account Manager, Insurance Agent, or department.
Provide backup support for team members as needed to maintain service levels and workflow continuity.
Perform other job-related duties as needed.
Maintain professional competence through continuing education, carrier resources, and industry knowledge relevant to risk analysis and client advice.
Follow applicable insurance laws, agency policies, BSA responsibilities, and Fleetwood Insurance Group ethical standards.