What are the responsibilities and job description for the Assistant Account Manager position at Stephens, Inc.?
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Respond to client telephone calls and email messages, answering questions and providing customer service.
- Process and issue Certificates of Insurance and Auto ID cards.
- Assist account manager in processing invoices and other accounting tasks.
- Assist account manager in maintaining client statements of value.
- Assist with obtaining COPE data, loss data, and values for newly acquired properties, autos, and other exposures including international locations.
- Assist with all program renewals, specifically premium allocations, proposals, and assist in obtaining underwriting information.
- Check all policies, binders, and endorsements for accuracy and process.
- Assist Account Manager in quoting new locations and new business.
- Assist in reporting claims and provide backup for Risk Management, as required.
- Organize and maintain both electronic and paper files for all policies and underwriting information.
- Assist with certificates & contract reviews for clients.
- Assist with monthly / quarterly reporting.
- Performs other tasks as assigned by management.
EDUCATION AND / OR EXPERIENCE
Associate's degree (A.A.) or equivalent from a two-year college or technical school; and seven years of experience with a life insurance agency, or equivalent combination of education and experience.
CERTIFICATES, LICENSES, REGISTRATIONS
Appropriate insurance licenses in each state where business is being solicited
LI-DNI
