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Commercial Lines Account Manager Assistant

1 month ago

Oklahoma City, Oklahoma, United States INSURICA Full time
Job Summary

The Commercial Lines Assistant Account Manager plays a vital role in supporting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and ensuring correct information is input into automation systems to achieve quality and service standards.

Key Responsibilities
  • Process endorsements, certificates, change confirmations, and invoices as per instructions from the Account Manager.
  • Assist in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards.
  • Invoice-assigned commercial premium transactions following agency procedures and guidelines.
  • Process confirmed cancellations.
  • Maintain client files on computer systems.
  • Provide prompt, courteous, knowledgeable service to customers and prospects.
  • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
  • Maintain working knowledge of all company change procedures.
  • Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
  • Support the department with computer and word processing skills, including rating programs in our automation system.
Requirements
  • Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data.
  • Intermediate PC skills, with the ability to effectively utilize the agency's management systems.
  • Ability to work within a fast-paced, changing priority environment.
  • Self-motivated, with the initiative to prioritize and be self-directed.
  • Regular and punctual attendance is required.
  • Ability to communicate effectively, both verbally, and in writing.
  • Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels.
  • Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency.
  • Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality.
Qualifications
  • Property and Casualty license or willingness and ability to quickly obtain preferred.
  • Previous insurance experience preferred.
  • CISR designation preferred.
  • Associate degree preferred.