Commercial Lines Assistant Account Manager

About the role

The Commercial Assistant Account Manager assists other department members in meeting customer service needs and performs essential functions such as processing changes, rating, making calls, and ensuring correct information is entered into automation systems.

Responsibilities

• Provide prompt, courteous, and knowledgeable service to customers and prospects.
• Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager.
• Process change confirmations.
• Aid the department in processing new and renewal business, assembling applications, setting up files, assembling proposals, etc., in accordance with Agency standards.
• Invoice-assigned commercial premium transactions following agency procedures and guidelines.
• Maintain working knowledge of all company change procedures.
• Support the department with computer and word processing skills, including rating programs in the automation system.
• Maintain client files on computer systems.
• Perform all actions related to customers and companies to avoid potential errors and omissions.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development.

Qualifications

• Property and Casualty license or willingness and ability to quickly obtain one.
• Previous insurance experience preferred.
• CISR designation preferred.
• Associate degree preferred.
• Thorough understanding of commercial underwriting and coverage interpretation.
• Intermediate PC skills, with the ability to effectively utilize the agency's management systems.
• Fast-paced, changing priority environment workability.
• Self-motivation and the ability to prioritize and be self-directed.
• Effective communication skills, both verbally and in writing.
• Interpersonal skills, including the ability to interact with colleagues and managers at all levels.
• Team environment promotion and maintaining strict confidentiality adherence.