Commercial Lines Assistant Account Manager, Insurance Agency

4 weeks ago


Blue Bell, United States Consolidated Ntl Insurers Full time
Job DescriptionJob Description

Blue Bell, PA insurance agency seeking an Assistant Commercial Lines Account Manager to join our team. This individual must be a team player, be enthusiastic in all interactions, have a cheerful disposition and self starter characteristics. Will work in tandem with Account Managers and Producers to provide quality service to our clients. This is a great opportunity to grow and develop your insurance career

Hybrid Work Schedules are offered.

Sign On Bonus Offered up to $5,000

 

Essential duties and responsibilities

  • Set up & send out renewal surveys to clients and assist client with any questions or issues they have in completing the renewal survey materials.
  • Oversee and manage the policy checking and delivery process to insured as directed by the team.
  • Request loss runs from insurance carriers or pull directly from websites.
  • Prepare customer correspondence including certificates of insurance, binders, ID cards, cancellations, letters, etc.
  • Review policies, audits, and endorsements for accuracy; report errors to insurance companies for correction.
  • Responsible for inputting and updating customer and policy information in agency management system and to ensure all information is accurate.
  • Handle questions, research, and resolve problems.
  • Interact with carriers and clients to ensure delivery of exceptional customer service and adherence to policies and procedures.

Requirements

  • Good communication skills - as you will be speaking and communicating with clients, company underwriters and coworkers.
  • Good writing skills - to send clear and intelligent correspondence, emails etc. to clients and company underwriters.
  • High School Diploma
  • 2+ years experience in insurance, required.
  • Experience with Vertafore/AMS360 a plus
  • Current Property and Casualty License

Benefits

  • 401k with employer matching
  • Health Insurance
  • Dental Insurance
  • Life & Disability Insurance
  • PTO and paid holidays
  • Hybrid work-from-home options will become available after successful completion of training
  • A casual office environment with a dedicated and professional team
  • Opportunity for advancement and a place to grow your career


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