Commercial Lines Assistant Account Manager - Construction

SUMMARY 

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts.  This position includes independent responsibility for specific account related client service tasks. 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Prepares exposure workbook and applications for client pre renewals. 

•    Assists Service team in reviewing and comparing quotes for Proposals.

•    Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals. 

•    Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies. 

•    May participate in client meetings to review coverage. 

•    Gathers information for applications. 

•    Prepares presentations and proposals for clients. 

•    Researches requests for information from underwriters. 

•    Composes correspondence to insured and/or underwriters. 

•    Prepares draft certificate templates for review and approval. 

•    Analyzes certificate requests and ensures clients needs are met. 

•    Inputs applications and creates letters, and other forms of correspondence. 

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). 

•    Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. 

•    Performs other duties as assigned 

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Associate's Degree or equivalent combination of education and experience 

Four (4) or more years related work experience 

Must continue to meet Continuing Education requirements for license renewal 

Encouraged to complete Career Path requirements as communicated by Supervisor  

Valid insurance license 

SKILLS 

Excellent verbal and written communication skills 

Excellent customer service skills, including telephone and listening skills 

Good problem solving skills and time management skills 

Ability to work within a team and to foster teamwork  

Ability to work independently on assigned tasks 

Proficient in Microsoft Office Suite 

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