Commercial Lines Account Management Assistant
2 weeks ago
Commercial Lines Account Management Assistant required for a reputable insurance agency
This position is hosted by: Jobot
Salary:
$50,000 - $65,000 annually
About Us:
We are a well-established Insurance Agency with a rich history of over a century in providing tailored services to meet the diverse needs of our clients. Our commitment to excellence has allowed us to expand our operations across multiple locations.
Why Join Us?
Dynamic work environment
Attractive bonus structure
Supportive team culture
Job Overview:
We are looking for a motivated and enthusiastic Permanent Commercial Lines Account Management Assistant to become an integral part of our team. This role presents an excellent opportunity for a dedicated individual to contribute to the growth and success of our organization.
The selected candidate will manage and support a designated portfolio of commercial lines accounts.
You will play a crucial role in fostering and maintaining client relationships while ensuring high levels of customer satisfaction.Key Responsibilities:
As a Commercial Lines Account Management Assistant, your main duties will include:
- Supporting the management of a portfolio of commercial lines accounts, ensuring client satisfaction through prompt and effective service.
- Working closely with the Account Manager to assess client needs and recommend suitable insurance solutions.
- Reviewing and verifying policy documents, amendments, and endorsements for precision.
- Assisting in the creation of proposals, presentations, and reports for clients.
- Maintaining accurate and current client records in the agency's database.
- Participating in client meetings and presentations as required.
- Collaborating with the underwriting team to ensure competitive pricing for clients.
- Keeping abreast of industry trends and regulatory updates to provide optimal service to clients.
- Assisting 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:
- A minimum of 1 year of experience in account management, ideally within the insurance sector.
- A solid grasp of commercial property and casualty insurance products and services.
- Excellent interpersonal and communication skills, with the ability to cultivate and sustain strong relationships with clients and colleagues.
- The capability to analyze complex insurance documents and provide clear explanations to clients.
- Strong organizational skills, with the ability to handle multiple tasks and deadlines effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- A proactive approach to problem-solving and the ability to work independently.
- A valid property and casualty insurance license or the ability to obtain one within a specified timeframe.
If you are a passionate professional with a commitment to customer service and a desire to advance your career in the insurance industry, we encourage you to consider this opportunity.
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