Prepare renewal letters and questionnaires; follow up on quotes and set up activities.
Assist with marketing by gathering information and preparing/sending applications; follow up on quotes.
Complete the Commercial Lines Checklist.
Request experience mods and worksheets from the bureau.
Order and track loss runs.
Proofread proposals, submissions, summaries, and related documents.
Assemble and collate submissions, proposals, and summaries of insurance.
Set up policy files and policy books as needed.
Prepare the first draft of summaries.
Handle data entry, invoicing, bond processing, and related tasks in AMS360.
Process routine endorsement requests, issue vehicle ID cards, order MVRs, and issue certificates (Master set up by Account Manager).
Complete photocopying tasks and support special projects assigned by Account Managers or office managers.

Current Georgia Resident Property & Casualty Agent’s license
Professional Designation (CISR, CIC, ARM, etc.)
High School Diploma
Bachelor’s degree in risk management or similar field (preferred)
Independent/self-starter with an acute attention to detail.
Professional appearance and customer service driven attitude.
Ability to work under stressful conditions with frequent interruptions.
Accuracy and speed are strong requirements.
Organized and reliable.
Prioritize and plan work activities.
Capable of handling difficult customers.
Must be able to work in a fast paced environment with minimum supervision.
Microsoft Office (preferred)
Familiar with TAM or AMS 360 (agency management systems) or insurer websites (preferred).

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Assistant Account Manager

Key skills