Assistant Account Manager

Job Summary:

Assist Account Managers/Executives service Commercial Lines book of business

Primary Responsibilities and Duties:

The duties of the AAM include, but are not limited to:

• Assist Account Managers (AM) service book of business as needed
• Do minor placements as directed by Account Executive.
• Direct backup to Account Executive with phone calls from carriers and clients when AM is unavailable or out of the office.
• Process schedules of insurance, assists with certificates of insurance, Auto ID cards, applications, proposals, binders, change requests or misc. spreadsheets under the direction of the AM.
• Suspend all new lines, endorsement requests and binders and follow-up on all suspenses in agency management system; review pending items daily.
• Contact underwriters to follow-up on outstanding requests
• Review and process renewals
• Other duties as assigned from time to time as business conditions

Requirements and Qualifications:

• 2 years prior insurance experience in a brokerage in a customer service role
• Valid P&C brokers’ license preferred or willingness to obtain within 60 days
• College degree preferred
• Knowledge of agency management systems, AMS 360 and Work Smart preferred
• Possess excellent verbal and written communication skills
• Exceptional organizational and time-management skills

• Demonstrate proficiency in computer applications, esp. Microsoft Office Suite

Physical Demands and Work Environment:

• The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear.  The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  The noise level in the work environment is usually moderate to loud. Travel is minimal.