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Insurance Agency Commercial Account Manager Assistant
1 month ago
Location: Norfolk, Nebraska
Job Type: Full Time
Salary: Starting range of $35,000 annually, will consider a higher salary depending on experience.
About Us:
We are a client focused insurance agency located in Northeast Nebraska. Committed to providing exceptional service, we specialize in tailoring insurance solutions to meet the unique needs of both personal and commercial customers. Our team values collaboration, integrity, and a client centric approach in all aspects of our work.
Job Overview:
We are seeking a detail-oriented and proactive Commercial Account Manager Assistant to join our team. This position plays a crucial role in supporting our commercial account managers in delivering top notch service to our clients. The successful candidate will assist in managing client accounts, handling administrative tasks, and ensuring a smooth and efficient workflow within the agency.
Responsibilities:
1. Client Support
- Assist account managers in providing excellent service to clients by addressing inquiries, processing policy changes, and resolving issues promptly.
- Maintain positive relationships with clients, ensuring their needs are met in a timely and efficient manner.
- Perform general administrative tasks, including data entry, electronic filing, and document management.
- Assist in preparing, processing, and delivering insurance documents, ensuring accuracy and compliance within industry regulations.
- Support account managers in managing policy renewals, endorsements, and cancellations.
- Work with agents and underwriters to gather necessary information for policy issuance and endorsements.
- Communicate effectively with clients, insurance carriers, and internal team members.
- Assist in drafting and sending correspondence, including emails, DocuSign, and faxes.
- Maintain organized and up to date digital client files, ensuring documentation is accurate and accessible.
- Assist in tracking, recording, and attaching client interactions and policy changes.
Benefits
- Paid health, vision, and dental insurance
- Simple IRA match
- Generous PTO schedule
