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Assistant Account Manager

3 months ago

Toms River, United States Alera Group Full time

 

 

Capstone Insurance seeks a Assistant Account Manager – Assistant CSR to join our team

 

Are you looking to be part of a company with exciting opportunities to learn, grow, and make a positive impact?

 

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

 

If that is what you’re looking for, this is your chance to be part of an amazing organization


The Assistant Account Manager – Assistant CSR, Commercial Lines position provides day to day support to Capstones Insureds and also to Capstone’s sales producers.

 

  • Support the marketing of renewals, drafting and preparing renewal client proposals, as required
  • Processing of endorsements
  • Issuing certificates, evidences and ID cards 
  • Maintain and keep current, all bookkeeping systems, database and records 
  • Processing Non-Pay Cancellations and resolving billing issues   
  • Providing superior customer support – manage customer needs to a successful and timely resolution  
  • General miscellaneous tasks as required  

 


  • Ability to work in a team environment
  • Strong attention to detail
  • Customer service oriented – ability to put yourself in the shoes of the customer
  • Proficient in Microsoft O365 (i.e. word, excel, etc.)  
  • Familiar with Agency Management Systems and Carrier websites is a plus
  • Ability to multi-task, prioritize and manage time effectively  
  • Flexibility to adapt to organizational needs as required  
  • High School diploma or equivalent required  
  • Preferred - 1+ years Commercial Lines experience
  • Preferred - NJ Property and Casualty (P&C) Insurance License or ability to obtain shortly after hiring

Benefits:  We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:Toms River, NJ-08756