Account Manager Assistant - Insurance

Account Manager Assistants work closely with Account Managers and Account Executives in insurance agencies and brokerages to ensure and anticipate accurate and timely servicing of client needs.
 
Requirements
 
Education, Certifications & Experience
  • Bachelor degree with an accredited university
  • License (type depends on location of employer)
  • 1+ years insurance experience
Knowledge, Skills & Abilities
  • Strong customer service orientation
  • Good organizational skills and ability to prioritize
  • Ability to work both independently and within a team
 
Essential Functions, Duties & Responsibilities
  • Interface with clients, carriers and associates on a daily basis
  • Issue certificates and ID cards
  • Track policy changes and obtain renewal data from clients
  • Identify markets and maintain relationships with underwriters
  • Prepare submissions to carriers and proposals to clients
  • Process new business, renewals, endorsement requests, invoices and updates
  • Maintain paper filing system
  • Manage P&C claims as needed