Commercial Lines Assistant Account Manager- Entry Level

4 weeks ago

Houston, United States Pathfinder LL & D Insurance Full time
Job DescriptionJob Description

Commercial Lines Assistant Account Manager

Are you ready for a career that not only challenges you but also offers unparalleled growth opportunities? As an Assistant Account Manager at Pathfinder LL&D, you will play a vital role in supporting our Commercial Team while building a promising career. You'll collaborate closely with our team of dedicated professionals, ensuring that our clients receive the highest level of service and satisfaction while you have your path to success.  We are looking for the right go getter attitude for this entry level position.

About Us:
At Pathfinder LL&D, we're more than just an insurance company – we're a path to a promising career. As one of the largest privately held insurance companies in Texas, we're dedicated to providing top-notch insurance solutions to our clients while offering our team members an exceptional platform to build their careers. We pride ourselves on our commitment to excellence, innovation, and creating a path for your professional growth.

Position Overview:
Key Responsibilities:

  • Collaborate effectively with team members and colleagues, fostering a cooperative work environment.
  • Handle requests for Certificates of Insurance, Binders, Auto ID cards, Auto Filings, and other related documents.
  • Process endorsement requests with carriers and update our agency management system, including adding drivers or deleting vehicles.
  • Efficiently process and deliver audits and endorsements to clients.
  • Prepare Renewal Reviews to obtain updated exposure information from clients.
  • Assist in preparing Draft Proposals for Producers and Account Managers.
  • Obtain online quotes via carrier websites for coverage requests on new prospects and existing clients.
  • Complete applications and other necessary documents for submissions.
  • Contribute to marketing efforts for new/renewal business in collaboration with Producers, Account Managers, and the Marketing Team.
  • Act as an intermediary between clients and carriers regarding claim reporting and filing.
  • Utilize Microsoft Office tools, including Outlook, Word, and Excel.
  • Experience with Applied/Epic (Agency Management Software) is a plus, but not required.
  • Experience using CSR24 (Certificate Processing Software) is a plus, but not required.
  • Be flexible and willing to take on additional duties or functions as needed due to changing business conditions.
Qualifications:
  • Strong team player with excellent interpersonal and communication skills.
  • Detail-oriented with exceptional organizational and multitasking abilities.
  • Proficiency in Microsoft Office applications, particularly Outlook, Word, and Excel.
  • Previous experience in insurance or a related field is advantageous.
  • Ability to adapt and thrive in a dynamic and fast-paced environment.
  • Commitment to providing outstanding customer service.
  • Willingness to learn and grow within the insurance industry.

Additional Qualifications:
  • High school diploma with a college degree or business school background desirable.
  • No experience necessary but prefer 1 year of experience in underwriting or an insurance agency service position.
  • Exceptional phone etiquette and strong interpersonal skills, with the ability to effectively communicate and interact with clients and colleagues.
  • Possession of a Texas Property & Casualty Insurance License is a plus, though not required.


Why Choose Pathfinder LL&D:
Join us at Pathfinder LL&D, and you'll discover more than just a job – you'll find a career path filled with opportunities for growth and success. We provide a supportive and collaborative environment where your contributions are recognized and valued. We're committed to helping you build a rewarding career in the insurance industry.

Pathfinder LL&D is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.

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