Commercial Lines Assistant Account Manager

INSURICA, Inc•Little Rock, AR
•$44,000 - $55,000•Onsite

About The Position

The Commercial Lines Assistant Account Manager assists department colleagues in meeting customer service needs and achieving the agency’s quality and service standards. The role processes policy changes and other transactions, provides rating support, makes calls, and ensures accurate information is entered into agency automation systems. The position supports new and renewal business, maintains client files, and performs customer- and company-related actions with care to avoid potential errors and omissions. It also involves maintaining knowledge of company change procedures and participating in training for required licenses and ongoing skill development. This is a full-time, day-shift position based at the Little Rock Branch in Little Rock, Arkansas. Remote-work opportunities vary by location, department, and business need.

Requirements

  • Property and Casualty license, or willingness and ability to obtain one quickly.
  • Ability to obtain 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-motivated, with initiative to prioritize work and operate independently.
  • Regular and punctual attendance.
  • Effective verbal and written communication skills.
  • Interpersonal skills 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.

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 following agency procedures and guidelines.
  • Process confirmed cancellations.
  • Maintain working knowledge of company change procedures.
  • Support the department with computer and word-processing skills, including use of rating programs in the agency automation system.
  • Maintain client files in computer systems.
  • Perform customer- and company-related actions in a manner that avoids potential errors and omissions.
  • Participate in seminars and other training to maintain required licenses and develop knowledge and skills.
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