Assisting Account Managers and Producers with the servicing of assigned accounts
Prepares, reviews, and processes all transactions, correspondence, and documents for assigned accounts
Participates in the renewal preparation process
Provides quality customer service to clients, team members, and carriers
Communicates with company personnel regarding the client’s needs and/or issues
Maintains an accurate suspense system on all items that require a response
Navigates and utilizes carrier websites to obtain documents and/or information
May field phone calls from insureds regarding questions about their coverage
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required

At least one year of insurance experience strongly preferred
High School diploma or equivalent
Ability to obtain state insurance license P&C within 90 days of employment
Exceptional written and verbal communication skills
Superior customer service and problem-solving skills
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Ability to work in a team environment
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility

Commercial Lines Assistant Account Manager

Key skills