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Insurance-Assistant Commercial Account Manager

Patrick McNealis Insurance and Financial Group
Emmaus, PA Remote Full Time
POSTED ON 1/10/2025
AVAILABLE BEFORE 3/13/2025

Ideal candidate is bright and eager to learn, takes direction well, can prioritize and juggle multiple tasks, works well both independently and as part of a team, possesses strong oral and written communication skills, and can provide excellent customer service with a smile!

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Responsibilities

Assist two Account Managers in servicing and maintaining our existing and new accounts by :

  • Entering and maintaining complete and accurate information in our customer database
  • Processing endorsements, audits, loss control recommendations, cancellations and reinstatements
  • Issuing Certificates of Insurance
  • Helping customers with billing questions
  • Creating insurance proposals in Microsoft Word
  • Interacting with customers and insurance companies to obtain / provide information as needed
  • Documenting each interaction with customers and carriers in our agency management system

Requirement

  • High school diploma or equivalent required; college degree preferred
  • Proficient with Microsoft Office (Excel, Word, Outlook)
  • Detail-oriented, able to multi-task, and works well under pressure
  • Good problem-solving skills
  • Excellent oral and written communication skills
  • Highly organized with good time-management skills essential to meeting deadlines
  • Able to reprioritize effectively when necessary
  • Salary : $30,000 - $40,000

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