Insurance Assistant Account Manager

First United Bank•Plano, TX

7d•Hybrid

About The Position

The Insurance Assistant Account Manager manages duties by 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. This role supports the department with computer and word processing skills, including rating programs in our automation system. The position requires adherence to Company policies and procedures, acceptable job attendance, and the ability to be a self-starter with good communication skills. A thorough understanding of commercial underwriting and coverage is also necessary.

Requirements

High School Diploma or equivalent GED required.
Proficient in PC operating systems.
Proficient in Microsoft office.
Knowledge and Experience of Carrier websites.
Knowledge and Experience of Comparative rater websites.

Nice To Haves

College degree preferred.
Industry knowledge preferred.
Experience with Applied Epic preferred.
Obtain and maintain appropriate licensing.

Responsibilities

Process endorsements, certificates, change confirmations and invoice all transactions as per instructions from Account Manager or Account Executive.
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.
Process confirmed cancellations.
Maintain client files on computer systems.
Provide prompt, courteous, knowledgeable service to customers and prospects.
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
Maintain working knowledge of all company change procedures.
Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
Support the department with computer and word processing skills, including rating programs in our automation system.
Adherence to Company policies and procedures.
Ability to fulfill job responsibilities through acceptable job attendance.
Self-starter organized and displays good communication skills, both verbal and written.
Team player and willing to find accommodating solutions for our customers, companies, and Agency.
Develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.