Commercial Lines Account Assistant
3 weeks ago
Commercial Lines Account Assistant
Location: Dallas, TX, 75244
Job Summary:
The Commercial Lines Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.
Essential Functions:
Process endorsements, certificates, change confirmations, and invoice all transactions as per instructions from the Account Manager
Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals per Agency standards
Invoice-assigned commercial premium transactions following agency procedures and guidelines
Process confirmed cancellations
Maintain client files on computer systems
Provide prompt, courteous, knowledgeable service to customers and prospects
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Maintain working knowledge of all company change procedures
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Support the department with computer and word processing skills, including rating programs in our automation system
Supervision received/ exercised by the Account Manager, Account Executive, or Department Manager
Required Skills:
Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Qualifications:
High school diploma or equivalent required
Property and Casualty license or willingness and ability to quickly obtain preferred
Minimum of 1 year of experience in commercial lines insurance
Proficient in Microsoft Office Suite
Experience using Applied Epic
Excellent communication and customer service skills
Ability to work independently and as part of a team
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