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Commercial Lines Account Management Assistant
2 months ago
We are seeking a dedicated and enthusiastic Commercial Lines Account Management Assistant to join our dynamic team. This role is an excellent opportunity for individuals looking to advance their careers in the insurance sector.
About Us:
We are a well-established Insurance Agency with a rich history of over a century in providing tailored services to our clients. Our commitment to excellence and customer satisfaction has positioned us as a leader in the industry.
Key Responsibilities:
As a Commercial Lines Account Management Assistant, your primary duties will include:
1. Supporting the management of a diverse portfolio of commercial lines accounts, ensuring client satisfaction through prompt and effective service.
2. Collaborating with the Account Manager to assess client needs and recommend suitable insurance solutions.
3. Reviewing and verifying policy documents, amendments, and endorsements for precision.
4. Assisting in the creation of proposals, presentations, and reports for clients.
5. Maintaining comprehensive and accurate client records within the company’s database.
6. Participating in client meetings and presentations as required.
7. Working closely with the underwriting team to guarantee accurate and competitive pricing for clients.
8. Keeping abreast of industry trends and regulatory changes to provide optimal service to clients.
9. Aiding in the renewal process and identifying opportunities for cross-selling additional products and services.
Qualifications:
To qualify for the Commercial Lines Account Management Assistant position, candidates should possess:
1. At least 1 year of experience in account management, preferably in the insurance field.
2. A solid understanding of commercial property and casualty insurance products and services.
3. Excellent interpersonal and communication skills, with the ability to foster strong relationships with clients and team members.
4. The capability to analyze complex insurance documents and convey clear explanations to clients.
5. Strong organizational skills, with the ability to manage multiple tasks and deadlines effectively.
6. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
7. A proactive approach to problem-solving and the ability to work independently.
8. A valid property and casualty insurance license or the ability to obtain one within a specified timeframe.
If you are a motivated professional with a passion for customer service and a desire to grow your career in the insurance industry, we invite you to explore this opportunity with us.
