Assistant Account Manager, Commercial Lines

Role Overview

• Provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts
• Assists with certificates of insurance, policy changes, gathering renewal information, preparing client presentations, general account assistance, and other special projects
• Required to meet daily production standards, goals and service commitments
• Responds to policy inquiries via phone and email
• Participates in the renewal preparation process, including generating renewal updates on accounts
• Prepares quotes and proposals
• Maintains accurate and organized account files by documenting conversations with clients and carrier representatives

Requirements

• High School / GED
• 1-2 years insurance industry experience or equivalent combination of education & experience
• Property & Causality License required
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
• Proficiency with Microsoft Office Suite and Outlook

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity and commissions for some positions