Assistant Account Manager

About the Role

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts, and support of Producer-led new business efforts. Accounts generally consist of basic lines of coverage, fewer lines of coverage, straight-forward exposures, and small revenue size. Book size is small to medium.

Responsibilities

• Works with existing carrier(s) to obtain quotes as required; minimal Marketing required
• Assists with negotiating prices, commissions, and/or coverages with carriers
• Reviews policies for accuracy, identifies deficiencies, and may make recommendations for broader coverage(s)/limit(s)
• Coordinates renewal process for expiring policies
• Prepares presentations and/or proposals for clients
• Participates in client meetings to review coverage
• Researches requests for information from Underwriters
• Composes correspondence to insureds and/or Underwriters
• Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor
• Binds insurance coverage and prepares binders
• Prepares certificate templates
• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer
• Participates in the claims process as necessary
• Notifies Brokers and Producers of pertinent information related to client retention
• Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Performs all duties in accordance with company policies and procedures, and federal, state, and local laws
• Performs other duties as assigned

Qualifications

• Bachelor's Degree or equivalent combination of education and experience
• One (1) or more years of related work experience
• Encouraged to complete Career Path requirements as communicated by Supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Skills

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Excellent organization skills with effective time management skills
• Good analytical skills
• Advanced planning and prioritization skills
• Strong attention to detail
• Good problem-solving skills
• Ability to work within a team and foster teamwork
• Ability to maintain a cordial and effective relationship with clients, colleagues, carriers, and other business contacts
• General knowledge of property/casualty insurance for small businesses
• Proficient in Microsoft Office Suite

We are proud to provide comprehensive, high-quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.