Commercial Lines Account Manager Assistant (Hybrid)

About Promark, A Division of Patriot Growth Insurance Services

At Promark, we understand the important role insurance plays in providing clients and their businesses with financial security and peace of mind. Our state of the art agency management program, dedicated staff, and absolute commitment to maintaining the highest level of integrity, professionalism and unparalleled customer service assures our clients they are always our first priority.

Promark Partners Insurance (PPI) Services began in 1977 as an association of three insurance agencies with over 50 years of combined experience, and the desire to pool their knowledge and expertise to build one agency dedicated to serving all the needs of their clients. Today this remains the focus of the agency with a highly skilled staff capable of providing personal, commercial, and professional insurance along with a full range of financial services and risk management.

Position Overview

The Assistant Account Manager serves as a key support role within the agency, ensuring seamless communication, efficient office operations, and excellent customer service. This position involves managing inbound communication, maintaining office functionality, handling administrative processes, and supporting the broader team to enhance productivity and client satisfaction.

Work Arrangement

This is a full-time hybrid position reporting to our office located in Williamsville, NY.

Professional Responsibilities

• Assist in providing proactive guidance and recommendations to clients regarding potential coverage gaps, policy enhancements, risk management, and cost-saving strategies to help meet their evolving insurance needs.
• Support the development of comprehensive and tailored insurance proposals for prospective clients, outlining coverage options, terms, and pricing based on their specific needs and requirements.
• Prepare and issue insurance certificates as required by clients, ensuring accuracy and timely delivery of documentation.
• Assist with processing policy endorsements and modifications based on client requests or changes in coverage needs, ensuring policy accuracy and compliance.
• Respond to client emails and phone calls promptly, addressing inquiries and offering guidance to ensure client satisfaction and retention.
• Support clients with questions, concerns, and issues related to insurance policies, coverages, claims, and billing, providing clear explanations and guidance.
• Participate in marketing efforts to identify new business opportunities, including assisting with prospecting potential clients and attending industry events to support the expansion of the agency’s client base.
• Aid in reviewing insurance contracts and policy documents to ensure accuracy, compliance with regulatory requirements, and alignment with client expectations.
• Support colleagues in the audit process, contributing to effective team collaboration.

Qualifications and Requirements

• 1 or more years of experience in an administrative, account management, or related position.
• New York Property & Casualty Insurance License.
• Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
• Provide empathetic and responsive assistance to clients and employees, proactively seeking opportunities to enhance the client experience.
• Ability to collaborate effectively within a team, sharing insights and contributing to team success.
• Strong written and verbal communication skills, with the ability to convey information clearly and transparently.
• Detail-oriented and organized with solid project management abilities.
• Strong problem-solving and critical thinking skills to assist in analyzing client needs and recommending solutions.
• Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• Maintain ethical standards and confidentiality when handling sensitive client and company information.