Commercial Lines Assistant Account Manager

About the role

The Commercial Assistant Account Manager assists the department in meeting customer service needs by processing changes, rating, making calls, and ensuring accurate data entry into automation systems to uphold the agency’s quality and service standards.

Responsibilities

• Provide prompt, courteous, and knowledgeable service to customers and prospects.
• Process endorsements, certificates, and invoices for all transactions as instructed by the Account Manager.
• Process change confirmations and confirmed cancellations.
• Assist in processing new and renewal business, including application assembly, file setup, and proposal preparation, following Agency standards.
• Invoice assigned commercial premium transactions according to agency procedures.
• Maintain working knowledge of all company change procedures.
• Support the department with computer and word-processing skills, including rating programs in the agency’s automation system.
• Maintain client files on computer systems.
• Perform all customer and company-related actions to avoid potential errors and omissions.
• Participate in seminars and training to maintain required licenses and enhance knowledge and skills.

Requirements

• Property and Casualty license or willingness and ability to obtain one quickly (preferred).
• Previous insurance experience preferred.
• CISR designation preferred.
• Associate degree preferred.

Skills

• Ability to thoroughly understand commercial underwriting, coverage, and interpret abstract data.
• Intermediate PC skills, with proficiency in the agency’s management systems.
• Ability to work in a fast-paced environment with changing priorities.
• Self-motivated, with the initiative to prioritize and work independently.
• Regular and punctual attendance.
• Effective verbal and written communication skills.
• Excellent interpersonal skills, with the ability to interact across all levels.
• Ability to promote and maintain a team environment while finding accommodating solutions for customers, companies, and the Agency.
• Adherence to company policies and procedures, with strict confidentiality.

Working Conditions

• Fast-paced, multi-tasking office environment with periodic high disruption and changing priorities.
• 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 impairments.