Assistant Account Manager

3 weeks ago


Lehi, United States Swarts Manning & Associates Full time
Job DescriptionJob DescriptionSalary:

About the Company:

Swarts, Manning & Associates (SMA), is a full-service insurance brokerage with locations in Nevada, California, and Utah. We provide insurance and risk management to a wide range of businesses across the country. We pride ourselves on our knowledge, service, and reliability to our customers.


Job Description:

This opportunity is designed for individuals looking to start a career in a fast-paced industry with lots of opportunities to grow and build a solid career in a fantastic industry.


The ideal candidate will exhibit high standards, excellent communication skills, be a team player, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.


The candidate will:

·      Secure quotes for new business in an accurate and timely manner

·      File client activities in agency management system in an accurate and timely manner

·      File policies with state tax agency

·      Create proposals for agents to share with clients

·      Assist account manager in providing high quality customer support

·      Generate and distribute insurance certificates to clients

·      Proofread records, applications, and proposals

·      Maintain a quality service plan ensuring the accuracy of binds, policies, certificates, and other relevant documents

·      Perform additional duties as assigned


Requirements:

·      Possess strong interpersonal, customer service and communication skills

·      Possess strong moral and ethical character

·      Have technology and computer proficiency, including proficiency in Microsoft Office suite

·      Possess outstanding organizational skills with an ability to complete difficult assignments without supervision

·      Demonstrate sound business judgment, strong decision-making, and a keen attention to details

·      Thrive in a team environment as a positive team player

·      P&C license and other Professional designations a plus, e.g. CPCU, CIC, CISR etc.

·      Insurance experience a plus.

·      One year office experience preferred.


 


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