What are the responsibilities and job description for the Assistant Account Manager position at Fulcro Insurance?
Job Description
Job Description
Fulcro Insurance in Puerto Rico (Old San Juan) is seeking for the best candidates for the available position in the Personal Lines Practice as Assistant Account Manager.
Responsabilities :
Provide administrative support to the Personal Lines.
Assist in the procurement and submission of insurance certificates required by the client.
Process online payments.
Verify cancellations notices received from : agencies, insurance and financing companies.
Aids in preparation of letter, binders and general correspondence.
attach documents in client's digital file.
Respond to our clients needs and provide them continuous follow up.
Serve as primary contact for general customer service, including anwering coverage questions, processing changes, explaining payment plans and options.
Provide high level customer service.
Requirements :
Prior experience as Assistant Account Manager or at a similar role in the insurance industry.
Bachelor’s Degree or Associate Degree, preferably in Business Administration
License in Property & Casualty (preferable)
Insurance product and sector regulations knowledge.
Excellent abilities of communication, negotiation and presentation.
Capacity to work independently, in a team and under pressure.
Fluent in English, both written and verbal.
Benefits :
New Business Bonus pool (10% of new business commission shared with team members that are part of the pool. Terms and conditions would be provided as part of the onboarding process)
100% paid health, vision and dental insurance
paid holidays
401K Retirement plan
Life Insurance
Long term Disability Insurance
Birthday off
One Annual Wellness Day
Reimbursement of up to $500 for kids’ Summer camp
Reimbursement of fees for Professional Insurance Designations / courses relevant to role and as approved by management
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