Assistant Account Manager
Salt Lake City, Utah, United States of America
Full Time
1 week ago
No Visa Sponsorship
Key skills
Time Management
About this role
Role Overview
- Assists with the development and maintenance of relationships with clients
- Handles client inquiries, prepares and reviews insurance policies
- Ensures all documentation is accurate and up to date
- Works closely with Account Managers and other team members
- Accurately prepares, processes, reviews and monitors various documents
- Collects client exposure data
- Responds promptly to routine requests for data and questions from clients, underwriters and internal staff
- Responsible for new client setup and ongoing client maintenance
- Completes premium finance agreement requests and creates premium allocations
- Requests and summarizes loss runs, may process claims and provide client advocacy
- Attends Continuing Education classes
- Performs miscellaneous duties and projects as assigned
Requirements
- College degree (preferred)
- Must possess or pass the Utah insurance agent’s license exam
- Strong time management skills
- Good keyboard and PC skills using word processing and spreadsheet software
- Must be proficient in Excel, Word and PowerPoint.
Benefits
- 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.