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SalaryPOSITION OVERVIEW:
The Commercial Insurance Assistant Account Manager is an experienced P&C-licensed insurance professional who provides day-to-day support to the Commercial Account Manager team. This person works closely with carrier representatives, underwriters, business partners, and colleagues. This person functions well autonomously and is experienced in middle/large market support. In addition, this person must function well in a team environment, supporting multiple Account Managers with the ability to act with urgency, strong organizational skills, and prioritize accordingly. Opportunities for advancement.
The Commercial Insurance Assistant Account Manager is committed to delivering consistently impeccable customer service while supporting the Commercial Account Manager team.
Employee Benefits Include:
- Medical Plan
- Dental Plan
- Vision Plan
- Live Health Online
- Life Insurance
- Disability
- Supplemental Benefits
- No waiting period to use accrued PTO
- Training
- Leadership Development Programs
- National Discounts & much more!
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Core Duties and Responsibilities:*
The Commercial Insurance Assistant Account Manager is expected to contribute to the commercial department by assisting the Commercial Account Manager team through customer service, account retention, general back-office support, independent thinking, and problem-solving.
- Utilizes agency management system to its fullest for E&O purposes including appropriately documenting conversations with clients and carrier representatives. Activities, suspense items, policy documents, etc. are updated in real time, each day.
- Processes endorsements
- Issue Certificates of Insurance and ensure the accuracy of information
- Process changes to commercial policies
- Manage cancellation and reinstatement notices
- Support commercial submissions by requesting and pulling together submission requirements such as loss runs, loss summaries, prior policy docs, preparing supplements, updating Accord applications
- Process incoming renewals and new business by accurately invoicing premiums in accordance with agency accounting procedures, within established time frames.
- Troubleshoots claims and billing issues
- Adhere to our agency’s standards and those of the contracted carriers and brokers
- Participate in seminars and other training for knowledge and development
Minimum Qualifications:
- 2+ years of multi-line commercial mid/large market account teams
- Licensed for 2 years in Property and Casualty
- Prior experience working with an independent brokerage or agency
- Prior Account Manager or Account Support experience for 5 years
- High School diploma or equivalent required
- Experience in using an agency management system
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Ability and willingness to utilize the company’s computer system and software
- Strong typing skills with an ability to compose clear and concise letters
- Ability to understand policy forms and coverage descriptions
- Organizational skills required
- Willingness to attend educational classes desired
- High attention to detail essential
- Professional & ethical
Preferred Qualifications:
- Bachelor's degree
- Experience with AMS360
Career Highlights:
- A competitive compensation plan which includes a base salary, medical and dental plan, and other benefits
Essential Physical Requirements
- Must be able to work from a sitting position for extended periods of time.
- Must be willing and able to work in front of a computer monitor for extended periods of time.
- Must be able to work on a standard computer keyboard for extended periods of time.
- Must be able to work in a cubical environment during the workday with limited or no distractions.
- *NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
