Commercial Lines Assistant Account Manager
About The Position
The Commercial Lines Assistant Account Manager assists department members in meeting customer service needs and maintaining agency quality and service standards. The role processes policy changes and related transactions, supports rating and new and renewal business processing, makes calls, and ensures accurate information is entered into agency automation systems. The position also maintains client files and supports customers, prospects, account managers, and the department through administrative and service tasks. The work takes place in a fast-paced, multitasking office environment with periodic high disruption and changing priorities. Remote work opportunities vary by location, department, and business need and are subject to change; department managers provide details about telecommuting and scheduling opportunities. Physical requirements include approximately 80% sedentary work, occasional exertion of up to 10 pounds, frequent negligible force, and occasional lifting of up to 20 pounds. The role requires using a computer workstation, including a keyboard and video display. Requirements may be modified to reasonably accommodate physical or mental impairment.
Requirements
- Property and Casualty license, or willingness and ability to obtain one quickly; the license is preferred.
- 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 and initiative to prioritize work and operate 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, exert up to 10 pounds of force occasionally and negligible force frequently, and lift up to 20 pounds occasionally.
- Ability to operate a computer workstation, including a keyboard and video display.
Nice To Haves
- Previous insurance experience.
- CISR designation.
- Associate degree.
Responsibilities
- Provide prompt, courteous, and knowledgeable service to customers and prospects.
- Process endorsements, certificates, and invoices for transactions according to Account Manager instructions.
- Process change confirmations.
- Assist with processing new and renewal business, including assembling applications, setting up files, and preparing proposals in accordance with agency standards.
- Invoice assigned commercial premium transactions in accordance with 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 in computer systems.
- Perform customer- and company-related actions in a manner that helps avoid potential errors and omissions issues.
- Participate in seminars and other training to maintain required licenses and develop knowledge and skills.
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What This Job Offers
Job Type
Full-time
Education Level
Associate degree
