Account Manager Assistant - Insurance
| Job Overview |
Account Manager Assistants work closely with Account Managers and Account Executives in insurance agencies and brokerages to ensure and anticipate accurate and timely servicing of client needs.
Requirements
Education, Certifications & Experience
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Bachelor degree with an accredited university
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License (type depends on location of employer)
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1+ years insurance experience
Knowledge, Skills & Abilities
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Strong customer service orientation
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Good organizational skills and ability to prioritize
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Ability to work both independently and within a team
Essential Functions, Duties & Responsibilities
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Interface with clients, carriers and associates on a daily basis
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Issue certificates and ID cards
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Track policy changes and obtain renewal data from clients
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Identify markets and maintain relationships with underwriters
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Prepare submissions to carriers and proposals to clients
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Process new business, renewals, endorsement requests, invoices and updates
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Maintain paper filing system
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Manage P&C claims as needed