About us We are a dynamic and growing insurance agency specializing in providing comprehensive commercial insurance solutions to businesses of all sizes. Position Summary We are seeking a highly motivated and detail-oriented Assistant Account Manager to join our team. In this role, you will play a key role in supporting our Account Managers by providing administrative support, assisting with client service, and contributing to the overall success of our agency. Essencial Duties and Responsabilities
- Assist Account Managers with various tasks, including policy maintenance, client service requests, and preparation of proposals and presentations.
- Maintain accurate client records in AMS 360 or other designated insurance management systems.
- Assist in the processing of new business applications, renewals, and endorsements.
- Handle incoming calls and emails from clients and respond to inquiries promptly and professionally.
- Prepare and maintain client files and documentation.
- Assist with the organization and maintenance of agency records.
- Contribute to a positive and collaborative team environment.
Knowledge, Skills and Abilities
- Willingness to learn and adapt to new challenges.
- Ability to work in a fast-paced environment.
- Excellent customer service skills
- Strong organizational and time-management skills
- Desire for professional growth and advancement within the company
Education & Experience
- Must Have:
- Bachelor's degree or equivalent experience.
- Experience in Commercial Lines insurance.
- Active Property & Casualty (P&C) insurance license.
- Proficiency in Microsoft Office Suite and other relevant software.
- Strong computer skills, including experience with AMS 360 or other insurance management systems.