Associate Account Manager
1 month ago
The Commercial Associate Account Manager plays a vital role in supporting the Commercial Channel by providing administrative and clerical support. This includes customer service, client record maintenance, and assistance with special projects as assigned.
Key Responsibilities- Coordinate the servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and the clerical processing of accounts, including applications and computer input of each account
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items that require a response
- Responsible for scanning/electronic filing of communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other responsibilities as assigned by Account Manager
- Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
- Ownership – Responsible to each other, our clients, and our goals.
- Teamwork – Together we attain greater success.
- Sincerity – Giving and receiving direct and caring communication.
- 2 years of insurance background or work in a professional office environment
- Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
- Ability to organize large volumes of information and set priorities
- Aptitude for details with consistency in follow-up
- Ability & desire to take ownership of role expectations with accountability to internal and external clients
- Intermediate insurance knowledge with proven ability to apply same to your daily work
- Strong verbal and written communication skills
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