Commercial Lines Assistant Account Manager

Commercial Lines Assistant Account Manager

Requirements

• At least one year of insurance experience strongly preferred
• Exceptional written and verbal communication skills
• Superior customer service and problem-solving skills
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
• Detail-oriented self-starter
• Ability to work in a team environment
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility

Responsibilities

• Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following: applications, billing, policies, certificates and evidences of insurance, endorsements, invoices, proposals for new and renewal accounts, change requests, audits, annual reviews, binders, cancellations, setting up new/renewal client electronic files
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
• Provides quality customer service to clients, team members, and carriers
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Navigates and utilizes carrier websites to obtain documents and/or information as needed
• May fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Provide mailroom and switchboard support, when needed
• Other reasonable duties as assigned by your supervisor

Preferred Qualifications

No preferred qualifications provided.