Assistant Account Manager II

Insurance Account AssistantWe are seeking an organized and detail-oriented Insurance Account Assistant to join our team. This position supports the Account Manager in handling customer and agent interactions, processing mail, endorsements, invoices, proof of insurance, policy interface, and transferred policies from the companies. The role involves screening customer requests and directing them to the appropriate parties. The Insurance Account Assistant also provides limited customer service and is authorized to manage policy change requests.Minimum Requirements:Producer's license in Property and CasualtyCustomer Service ExperienceThree years of experience in Property and Casualty insuranceExperience with Agency Management System (AMS) requiredExcellent communication, organizational, and time management skillsAbility to handle large volumes of work in a timely mannerCapability to manage multiple tasks simultaneouslyHigh-speed, quality, and accurate task performancePersonal computer experienceHigh school diploma or equivalent preferredEssential Functions:Provide Customer Service and manage policy change requests as assignedStay informed and updated on carrier underwriting guidelines and statutory requirementsAcquire Continuing Education requirements to maintain Producer LicenseInput customer information and policy details into AMS for new business transferred from new agentsReview endorsements and input information into the AMS systemVerify refund checks, send to customers, and document in AMSProcess payments to insurance companies and document in AMSProcess claim reports to insurance companies and document in AMSInvoice Agency Billed policies in AMSConfirm policy and payment status through carriers and/or carrier portal systemsIssue ID cards and certificates as requested and document in AMSInput cancellation information into AMSResolve discrepancies from the accounting department on direct bills monthlyAttach policies or endorsements to client files in AMSProcess incoming and outgoing mailProvide relief for the receptionist as requested