What are the responsibilities and job description for the Assistant Account Manager position at New Level Resources?
Title: Assistant Commercial Account Manager
Full-Time, Westlake Village, CA (remote or hybrid may be considered)
Chivaroli & Associates,
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 Certificates of Insurance, loss history requests, coverage inquiries, Bind Orders to carriers, Confirmations of Coverage, and Summaries of Coverage
- Assist in the renewal process for new and existing accounts.
- Prepare Confirmation of Coverage, follow up with carrier(s) for invoices/binders and prepare (ARF) for remittance to client(s).
- 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.
- 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.
- Three or more years of experience working in the California insurance industry.
- 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.
Compensation
- 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
