Commercial Lines Assistant Account Manager
About The Position
The Commercial Assistant Account Manager assists department members in meeting customer service needs and performing essential functions such as processing changes, rating, making calls, and entering accurate information into agency automation systems to meet established quality and service standards. The role processes endorsements, certificates, invoices, change confirmations, and cancellations; supports new and renewal business processing; maintains client files; and helps the department use rating programs and other computer and word-processing tools. The position also requires maintaining knowledge of company change procedures, handling customer and company transactions in a way that avoids potential errors and omissions, and participating in training and seminars to maintain licenses and develop knowledge and skills. Additional duties may be assigned as business needs arise. Remote-work opportunities vary by location, department, and business need and are subject to change; managers provide details about any telecommuting arrangements and scheduling.
Requirements
- Property and Casualty license, or willingness and ability to obtain one quickly.
- Ability to develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.
- Intermediate PC skills and ability to use the agency's management systems effectively.
- Ability to work in a fast-paced environment with changing priorities.
- Self-motivation, initiative, and ability to prioritize and work independently.
- Regular and punctual attendance.
- Effective verbal and written communication skills.
- Strong interpersonal skills and ability to interact effectively with colleagues and managers at all levels.
- Ability to promote and maintain a team environment and find accommodating solutions for customers, companies, and the agency.
- Ability to follow company policies and procedures and maintain strict confidentiality.
- Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally and negligible force frequently; ability to lift up to 20 pounds occasionally; and ability to operate a computer workstation, including a keyboard and video display. Requirements may be modified to reasonably accommodate physical or mental impairment.
Nice To Haves
- Previous insurance experience.
- CISR designation.
- Associate degree.
Responsibilities
- Provide prompt, courteous, knowledgeable service to customers and prospects.
- Process endorsements, certificates, and invoices for transactions according to Account Manager instructions.
- Process change confirmations.
- Assist with new and renewal business processing, including assembling applications and proposals and setting up files, in accordance with agency standards.
- Invoice assigned commercial premium transactions according to agency procedures and guidelines.
- Process confirmed cancellations.
- Maintain working knowledge of company change procedures.
- Support the department with computer and word-processing skills, including rating programs in the agency automation system.
- Maintain client files on computer systems.
- Handle customer and company transactions in a manner intended to avoid potential errors and omissions.
- Participate in seminars and other training to maintain required licenses and develop knowledge and skills.
- Perform other duties as assigned to support essential functions.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
