Account Manager Assistant
3 days ago
About the Role
This Account Manager Assistant position at Patrick McNealis Insurance and Financial Group offers an exciting opportunity to work in a dynamic and supportive team environment.
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Your Key Responsibilities
- Assist experienced Account Managers in servicing existing and new clients by performing a range of administrative tasks.
- Process data entry, endorsements, and other critical tasks with precision and speed.
- Offer exceptional customer service by addressing queries and concerns, and creating tailored insurance proposals.
- Collaborate with customers and insurance companies to gather and share information, ensuring smooth transactions.
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Your Skills and Experience
- A high school diploma or equivalent is required; a college degree is highly valued.
- Proven proficiency in Microsoft Office applications, specifically Excel, Word, and Outlook.
- Excellent organizational and time-management skills, with the ability to multitask in a fast-paced environment.
- Strong communication and interpersonal skills for building rapport with clients and colleagues.
- Able to work independently and collaboratively as part of a team, prioritizing tasks and managing multiple projects efficiently.
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What We Offer
- An estimated annual base salary of $65,000 based on experience, providing a competitive compensation package.
- Paid Time Off (PTO) and flexible scheduling for maintaining a healthy work-life balance.
- Ongoing training and development opportunities to enhance your skills and career prospects.
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Grow with Us
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