What are the responsibilities and job description for the Assistant Account Manager-Commercial Insurance position at New Level Resources?
Title: Assistant Commercial Account Manager
Full-Time, Westlake Village, CA
Chivaroli & Associates, a Trucordia business, seeks to be the strategic partner to our healthcare clients in the attainment of their risk management objectives and financial goals. With all of our resources dedicated to the healthcare industry, we understand our clients’ operations, financial goals and objectives from health systems to individual practitioners.
Our corporate philosophy is built upon a passion of offering superior customer service. With around-the-clock accessibility to senior leaders and a drive to exceed our clients’ expectations, starting and maintaining a relationship with our firm will give you an advantage over your competitors.
What You’ll Do as an Assistant Commercial Account Manager
- Assist with day-to-day servicing of assigned commercial book of business adhering to company standards including but not limited to:
- Perform various technical and administrative duties such as faxing, filing, copying, editing, formatting, and creating insurance related documentation to be presented to insurance carriers, clients, and prospects, binding documents and proposals, review contracts and documents in conjunction with processing insurance certificates and corresponding via email and telephone with clients and carriers.
- Prepare, review and present various documentation for approval, including Certificates of Insurance, loss history requests, coverage inquiries, Bind Orders to carriers, Confirmations of Coverage, and Summaries of Coverage and other communications associated with the day-to-day servicing of an account.
- Assist in the renewal process for new and existing accounts.
- Once coverage is bound, prepare Confirmation of Coverage, follow up with carrier(s) for invoices/binders and prepare (ARF) for remittance to client(s).
- Diary for follow-up with companies for policy issuance and, in the event of multiple lines of like coverage, forward underlying policy copies to respective layers above.
- Create and maintain database and spreadsheet files.
- Attend meetings with clients and insurance carrier representatives as required.
- Maintain and build relationships with clients and insurance carrier representatives.
- Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s).
- Occasionally supervise delegate responsibilities to at least one subordinate (Technical Assistant or Account Administrator).
- High school diploma required; undergraduate degree preferred.
- Possess and maintain a valid California Property and Casualty License.
- Understanding of business service functions, insurance terminology and various lines of commercial insurance.
- Understanding of underwriting and rating principles.
- Demonstrated success in a customer service environment.
- Three or more years of experience working in the California insurance industry.
- Technical: Intermediate to advanced-level proficiency with Microsoft 365 software including Excel, Word, Outlook, and PowerPoint.
- Experience using PC, printer, scanners, phones, and basic business equipment.
- Excellent customer service and listening skills and the ability to work effectively across all levels of the business organization (internal and external).
- Ability to understand and manage complex projects while working under tight schedules and deadlines.
- Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships.
- Excellent conflict resolution skills.
- High moral business ethics.
- Superior written/oral communication and interpersonal skills, developing constructive/cooperative working relationships with others striving for collaboration and demonstrating professionalism.
- Outstanding organizational and time management skills to successfully prioritize daily workload.
- Ability to maintain a positive, courteous, supportive attitude and professional image with all employees, clients, and vendors.
Responsible for servicing a designated group of clients in tandem with the Account Managers through providing exceptional and innovative customer service and facilitating relationships between our firm, insurance carrier representatives and clients in accordance with the practices, policies, and procedures of the Company. Depending on the book of business that the employee is assigned to service, an Assistant Account Manager could work with a Technical Assistant and/or Account Administrator, delegating various tasks as needed.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines. Remote or hybrid working environment may be considered.
Compensation
- Must be available during the work hours of 8:30 a.m. to 5:30 p.m.; Some flexibility in hours may be approved. Occasional overtime is required.
- $65k-$70K Depending on experience plus benefits
Chivaroli & Associates, Inc. embraces a philosophy that recognizes and values diversity. Our goal is to attract, develop, retain, and promote a talented and diverse workforce in a culture where all employees will contribute to their fullest potential.
Salary : $65,000 - $70,000
