Assistant Account Manager Job Description Template
Our company is looking for a Assistant Account Manager to join our team.
Responsibilities:
- Excellent organizational skills, problem solving, project management as well as time management;
- Requests loss runs from carriers;
- Works with IT department on any carrier interface or other technical issues;
- Negotiate contracts and close agreements to maximize profits;
- Research specific territories to be able to cater the clients promotional offerings to the potential consumers;
- Report end of day customer contact sheets and sales to each Executive Account Manager and track teams daily sales as well;
- Attend daily sales and customer strategy meetings within the office and work with other Assistant Account Managers to ensure optimal success;
- Be proactive and organized in the completion of tasks to exceed Account Manager expectations;
- Develop high level of trust with Account Managers;
- Processing business expenses;
- Managing company ledgers;
- Reporting on debtors and creditors;
- Managing monthly budgeting tasks;
- Posting daily receipts;
- Completing financial reports on a regular basis and providing information to the finance team.
Requirements:
- Experience delivering client-focused solutions to customer needs;
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail;
- College education or equivalent insurance experience;
- Ability to perform 90% sedentary work;
- Ability to understand written or oral communication and interpret abstract information;
- Adequate knowledge of rating procedures, coverages, and industry operations;
- Has proficiency in, and understands the functionality various computer programs (i.e. agency management system, Microsoft Office suite);
- Ability to combine pieces of information to form conclusions and produce answers that make sense;
- Texas Property and Casualty License preferred but not required;
- The ability to prioritize and effectively manage one’s time;
- Must be proactive, detail-oriented and a self-starter;
- Strong organizational and communication skills, the ability to perform effectively within aggressive deadlines;
- Must be proficient with Excel, Word, etc;
- Must have a minimum of 1-3 years related experience. Work experience in the car rental industry preferred;
- Strong interpersonal skills, ability to interface effectively inside and outside the department, as required.