Insurance - Commercial Lines Assistant Account Manager
3 weeks ago
This is a culture of caring. Our long-term employees can attest Proven experience in an insurance commercial service role is required.
Privately owned insurance agency is seeking a Commercial Lines Assistant Account Manager to service and manage a book of commercial lines accounts. The Assistant Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Career Growth Opportunities
Retirement Plan
Evenings Off
Life Insurance
Hands on Training
Mon-Fri Schedule
Vision Insurance
Ten Paid Holidays
Responsibilities
- Assist Account. Managers in providing quality service to existing clients and account development
- Perform quality control and review applications, endorsements and policies for accuracy.
- Maintain and update files and generate reports in our account management system (EPIC).
- Troubleshoot billing or payment issues.
- Prepare and maintain reports as required by management.
Requirements
- California P & C license required.
- Must have 2-4 years commercial lines experience.
- Applied EPIC preferred.
- Excellent interpersonal and relationship building abilities.
- Confident, self-starter who works well independently.
- Proficiency to multi-task, follow-thru and follow-up.
- Strong oral and written communication skills.
Willingness to learn, be intuitive and resourceful and be coachable.
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