Commercial Lines Account Assistant

Location: Dallas, TX, 75244

Job Summary:

The Commercial Lines Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

Essential Functions:

• Process endorsements, certificates, change confirmations, and invoice all transactions as per instructions from the Account Manager
• Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals per Agency standards
• Invoice-assigned commercial premium transactions following agency procedures and guidelines
• Process confirmed cancellations
• Maintain client files on computer systems
• Provide prompt, courteous, knowledgeable service to customers and prospects
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Maintain working knowledge of all company change procedures
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development
• Support the department with computer and word processing skills, including rating programs in our automation system
• Supervision received/ exercised by the Account Manager, Account Executive, or Department Manager

Required Skills:

• Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
• Intermediate PC skills, with the ability to effectively utilize the agency's management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally, and in writing
• Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
• Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications:

• High school diploma or equivalent required
• Property and Casualty license or willingness and ability to quickly obtain preferred
• Minimum of 1 year of experience in commercial lines insurance
• Proficient in Microsoft Office Suite
• Experience using Applied Epic
• Excellent communication and customer service skills
• Ability to work independently and as part of a team