Commercial Insurance Assistant Account Manager

Job Description

Job Description

We are seeking an Assistant Commercial Insurance Account Manager to help support a growing Commercial Insurance team. Someone who is interested in learning the commercial side of Insurance or a candidate with prior commercial Insurance experience is ideal. A positive attitude and drive to learn commercial insurance is essential in this position.

Qualifications & Experience:

• Background in account management, customer service, and experience in an office environment is a plus
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
• Organizational skills with the ability to prioritize tasks effectively
• Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
• Good writing skills - to send clear correspondence, emails etc. to clients and company underwriters.
• High School Diploma
• 2+ years experience in insurance
• Experience with AMS360 a plus
• Current Property and Casualty License

Responsibilities:

• Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
• insurance products to identify potential business opportunities
• Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
• Oversee and manage the policy checking and delivery process to insured as directed by the team.
• Request loss runs from insurance carriers or pull directly from websites.
• Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
• Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
• Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
• Handle questions, research, and resolve problems.
• Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.

Benefits

• 401k with employer matching
• Health Insurance
• Dental Insurance
• Life & Disability Insurance
• PTO and paid holidays
• Opportunity for advancement and a place to grow your career

Apply below if you would like to learn more about this position!