Insurance Assistant Account Manager

SUMMARY

The primary role of an Insurance Assistant Account Manager is to service our customers. This position manages duties by 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.

Major Duties And Responsibilities (essential Functions)

• Process endorsements, certificates, change confirmations and invoice all transactions as per instructions from Account Manager.
• Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards.
• Invoice assigned commercial premium transactions following agency procedures and guidelines.
• Process confirmed cancelations. 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 Account Manager, Account Executive, or Department Manager.
  
  

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And Work Experience

• High School diploma or GED equivalent required
• CISR or CIC designation and/or college degree is desirable.
• Industry knowledge preferred
• Prior automation/computer experience along with some insurance knowledge.
• Property and Casualty license or willingness and ability to obtain.
  
  

TECHNICAL/FUNCTIONAL COMPETENCIES

• Proficient in PC operating systems- Vertafore, AMS360, ImageRight, Worksmart
• Proficient Microsoft office
• Self-starter organized and display of good communication skills, both verbal and written.
• Team player and willing to find accommodating solutions for our customers, companies, and Agency.
• Ability to develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.
  
  

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.