Commercial Lines Assistant Account Manager

LIBERTY COMPANY INSURANCE BROKERS LLC•Los Angeles, CA

1d•Remote

About The Position

The Liberty Company is seeking an exceptional Assistant Account Manager for their Commercial Lines department. This is a remote opportunity for someone located in the Pacific Time Zone. The company values a people-first approach, fresh ideas, teamwork, and taking care of its employees, evidenced by multiple recognitions as a top insurance employer. They offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness programs. The role involves providing prompt, accurate, and courteous service to clients, producers, and company personnel, and handling all tasks associated with obtaining, maintaining, expanding, and servicing existing accounts in accordance with agency procedures and carrier guidelines. The position also supports company growth by collaborating with producers, management, and other personnel on special projects.

Requirements

High school diploma or equivalent is required.
Active DOI P&C License required.
Knowledge of AMS360 or Epic or similar agency management system.
Good listening skills, attention to detail, and a positive attitude are essential.
Knowledge of commercial insurance and products.
Must meet state licensing requirements as required by the applicable DOI.
Must not have been disqualified or barred from licensure.
Must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role.

Responsibilities

Work under the supervision of Dept Lead and/or Account Executive for guidance and training on all Account Manager responsibilities.
At the direction of the Account Executive and/or Account Manager, prepare company submissions for new/renewal business, market as appropriate and prepare proposals.
Prepare all change requests and review policies for accuracy.
Set up and prepare new account files in AMS360 or Epic per agency procedures.
Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
Respond to all carrier memos and process any necessary updates as directed.
Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
Mail policies and related documents to insureds as needed.
Keep Account Executives and/or Account Managers fully informed of all important activities on their accounts.
Service Company and clients in a manner to avoid potential exposure to E&O claims.
Alert management of incidents that may require management assistance or approval.
Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic.
Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
Prioritize workload and request assistance as necessary to reduce backlog.
Participate with management and other departments/personnel on special projects and other duties as needed.
Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
Participate in seminars and classes for skill and knowledge development.