The Commercial Associate Account Manager provides administrative and clerical support to the Commercial Channel through customer service, client record maintenance, and assistance with special projects, as assigned.
Coordinate the servicing of assigned accounts with the Account Manager
Enter data as required by insurance company automation systems
Provide support to the Account Manager on pre-renewal processes
Handle correspondence and the clerical processing of accounts including applications and computer input of each account
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
Review and process change requests in the agency management system
Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
Maintain an accurate suspense system on all items that require a response
Responsible for scanning/electronic filing of communications and documents
Input/maintain data on account management system and ancillary systems as required
Other responsibilities as assigned by Account Manager
2 years of insurance background or work in a professional office environment
Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel, etc.)
Ability to organize large volumes of information and set priorities
Aptitude for details with consistency in follow-up
Ability & desire to take ownership of role expectations with accountability to internal and external clients
Intermediate insurance knowledge with proven ability to apply same to your daily work
Strong verbal and written communication skills
Medical, Dental, and Vision (PPO, HMO, and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation, Holiday, Sick, and Personal Time Off
Pet Insurance
Comprehensive Onboarding Program
Continuing Education / Personal Development Programs