Assistant Account Manager

Assistant Account Manager

The Assistant Account Manager provides front-office and administrative support for the branch while also assisting Account Managers with day-to-day servicing tasks for client accounts. This role combines receptionist and office operations duties with a growing set of account-support responsibilities, offering a strong entry point into the insurance account management career path. This position is well suited to a detail-oriented, organized individual who enjoys variety, works well under deadlines, and is eager to build technical insurance servicing skills.

Front Office & Office Operations Responsibilities

• Greet and welcome visitors, clients, and vendors in a professional and friendly manner.
• Accept and distribute all incoming deliveries.
• Process and sort daily incoming mail; prepare and process outgoing FedEx and other courier shipments as needed.
• Manage office supplies inventory, including monitoring stock levels and placing orders.
• Oversee the copier/multifunction printer, including paper and ink/toner cartridge replacement and coordinating service calls with the vendor.
• Maintain general office organization and support other administrative tasks as assigned.

Account Manager Support Responsibilities

This position provides meaningful day-to-day support to Account Managers, including:

• Ordering and analyzing Motor Vehicle Records (MVRs)
• Requesting and reviewing loss runs from carriers
• Processing client change requests
• Issuing Auto ID Cards
• Issuing Certificates of Insurance
• Preparing IFTA worksheets and documentation for renewals
• Completing data entry in carrier portals as needed
• Backing up Assistant Account Managers in other Texas Transportation offices
• Ongoing insurance knowledge development and willingness to obtain applicable license

Qualifications

• High school diploma or equivalent required; college coursework a plus.
• Prior experience in an office, administrative, or customer service role.
• Insurance industry experience or active, applicable insurance license preferred.
• Strong organizational skills with excellent attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Professional verbal and written communication skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and ability to learn carrier and agency management portals.
• Reliable, punctual, and able to maintain confidentiality of sensitive client information.

Physical Requirements

• Ability to sit or stand at a workstation for extended periods.
• Ability to lift and move packages/deliveries up to 25 lbs.
• Ability to operate standard office equipment (computer, phone, copier, postage/shipping equipment).