Commercial Lines Assistant Account Manager

INSURICA, Inc•Tulsa, OK

6d•Onsite

About The Position

The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

Requirements

Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Property and Casualty license or willingness and ability to quickly obtain preferred

Nice To Haves

Previous insurance experience preferred
CISR designation preferred
Associate degree preferred

Responsibilities

Provide prompt, courteous, knowledgeable service to customers and prospects
Process endorsements, certificates, and invoice all transactions as per instructions from the Account Manager. Process change confirmations
Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards
Invoice-assigned commercial premium transactions following agency procedures and guidelines.
The process confirmed cancellations
Maintain working knowledge of all company change procedures
Support the department with computer and word processing skills, including rating programs in our automation system
Maintain client files on computer systems
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development