Assistant Account Manager

SUMMARY:

The Express Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions including, but not limited to, processing changes, rating, making calls, and assuring correct information is input into the agency management system, to achieve the quality and service standards developed by the agency.

ESSENTIAL FUNCTIONS:

• Provide prompt, courteous, knowledgeable service to customers and prospects
• Accurately process endorsements, certificates, and invoice all transactions as per instructions from the Account Manager; process change confirmations
• 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 working knowledge of all company change procedures
• Effectively support the department with computer and word processing skills, including rating programs in the agency management system
• Maintain client files within the agency management system
• Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
• Intermediate PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) and the ability to effectively utilize the agency's management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

• 1-3 Years previous commercial lines insurance experience preferred
• 1-3 Years of direct phone customer service experience preferred
• Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance required
• CISR designation preferred
• Associate degree preferred

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment

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