Assistant Account Manager - Commercial Lines

About the role

The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. The good-faith compensation range for this role is expected to be $45,000 to $65,000, based on the role, market, internal equity, and candidate qualifications.

Responsibilities

• Process audits and endorsements.
• Check and attach insurance policies in Epic.
• Assemble client’s insurance policies for delivery.
• Process and issue proofs of insurance (certificates, evidence of property).
• Process endorsement requests, direct bill cancellations, and reinstatements.
• Obtain loss runs, endorsements, billing, etc., from carrier websites.
• Attend office/team meetings as necessary.
• Participate in carrier website training.

Requirements

• An active P&C license or the ability to obtain one upon hire.
• Strong attention to detail and strong communication skills.
• Strong organization and prioritization skills.
• Microsoft Products experience (Outlook, Word, Excel).

Skills and Experience

• We seek a candidate with an active P&C license or the ability to obtain one upon hire.
• We also seek the following: Strong attention to detail and strong communication skills.
• Strong organization and prioritization skills.
• Microsoft Products experience (Outlook, Word, Excel).
• Bonus Points if You Have:
• Personal or commercial insurance experience.
• Experience working with insurance software, preferably Applied Systems.
• Experience working in an office setting.

What We Offer

• Excellent growth and advancement opportunities.
• Competitive pay based on experience.
• Health, vision, dental, and Employee Assistance Program.
• Paid time off to include holidays, PTO, sick leave, and bereavement.
• Profit Sharing.
• Continuing education opportunities.
• 401K & Employer Matching.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.