Assistant Account Manager – Client Advisory Team
| Company | HUB |
|---|---|
| Location | Holyoke, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Experience servicing personal accounts within an insurance agency.
- Thorough knowledge of personal lines coverages and markets.
- Experience with an automated agency management system.
- Active Massachusetts Producer license or ability to obtain license within six months of start date.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Responsibilities
- Provide quotes for new, renewal and remarketing personal lines policies and coordinate the handling and servicing of accounts under the direction of an Account Manager or Manager.
- Enter data as required by insurance company automation systems.
- Provide support to the Account Manager on pre-renewal processes.
- Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account.
- Responsible for creating renewal transmittal letters and invoicing.
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
- Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Other responsibilities as assigned by Manager.
Preferred Qualifications
-
No preferred qualifications provided.