Bilingual Assistant Account Manager

Tedford Insurance•Jenks, OK

About The Position

We have an exciting new opportunity for a bilingual Assistant Account Manager in our Commercial Lines Department at Tedford Insurance. GENERAL SUMMARY: The Middle Market Assistant provides administrative and clerical support to the Commercial Lines Account Manager and Account Executive. PRIMARY RESPONSIBILITIES: Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations. Provides administrative/clerical support to Account Managers in obtaining, maintaining, and expanding business. Assists in the preparation of numerical and written data. Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary. Ensures the accuracy of data in those systems. Prepares reports for management as required or requested. Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

Requirements

Exceptional verbal and written communication skills.
Quality Management- demonstrates attention to details.
Proficient in Outlook and Microsoft Office Suite.
Proficient in typing and data entry.
High School diploma or equivalent required; Associate degree or higher preferred.
Must have or be willing to obtain a valid a Oklahoma Property & Casualty Insurance license.
Valid Drivers License required.

Nice To Haves

Knowledge of commercial insurance laws preferred.
Knowledge of AMS360 and/or related software preferred.
Experience in a Commercial Property & Casualty Insurance Agency preferred.
CISR (Certified Insurance Service Representative) designation preferred.

Responsibilities

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
Provides administrative/clerical support to Account Managers in obtaining, maintaining, and expanding business.
Assists in the preparation of numerical and written data.
Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary.
Ensures the accuracy of data in those systems.
Prepares reports for management as required or requested.
Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.