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.
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