Commercial Lines Account Assistant

Summary

Account Assistants support Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures

Standards of Performance

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
• Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices. Additionally, consider pursuing relevant insurance certifications to enhance expertise and credibility in the field.
• Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.

Essential Duties & Responsibilities

Respond to the day-to-day servicing needs of clients in accordance with standard procedures, including but not limited to the following tasks:

• Maintain electronic files in accordance with agency procedures.
• Check assigned policies using checklist and refer discrepancies to Executive Account Manager, Senior Account Manager or Account Manager, or handle discrepancies brought to light by Resource Pro policy review.
• Transmit policies to clients in a policy binder book, or electronically as directed by Executive Account Manager, Senior Account Manager or Account Manager.
• Order endorsement changes as directed by Executive Account Manager, Senior Account Manager or Account Manager, update AMS360 details as needed.
• Handle tasks as assigned in the WorkSmart System or suspense in AMS360.
• Process and invoice endorsements, interim and final audits, and cancellations
• Order and send out loss runs as requested.
• Execute the necessary tasks to issue new and renewal certificates of insurance with company guidelines.
• Back up on Daily issuance of Certificates of Insurance as needed.
• Request and Review Motor Vehicle records and respond back to the client by email
• Assist Executive Account Manager, Senior Account Manager or Account Manager with special projects as needed.
• File documents in a timely manner, using the ImageRight System or AMS360
• Meet agency guidelines for timely processing work assigned.
• Back up and help the team with front desk (answering phones), assisting with certificate projects, helping clear backlog, training new hires, and taking on projects at the request of your manager or the Account Assistant Team Lead.
• All other duties as assigned.

Qualifications/Requirements

• High school diploma required, Bachelor’s degree preferred
• Have at least 3 years working experience preferred in the insurance industry as clerical/customer service
• Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
• Possess a supportive and responsive manner with internal and external customers
• Has ability to multi-task in complex working environment with accuracy and proficiency
• Possess above average computer skills, existing proficient is strongly preferred in various needed programs, such as AMS360, ImageRight, eCerts, PINS, Excel, and Word
• Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Salary

The estimated base salary range for this full-time position is $60,000 - $65,000 annually

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.