Commercial Lines Assistant Account Manager

Norman, OK, USA|Remote, Onsite

Job Overview

Employment Type

Full-time

Compensation

Salary

Range $47,000.00 - $52,000.00

Work Schedule

Standard Hours

Flexible

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Professional Development

remote work opportunities

Employee assistance program

Job Description

The hiring organization is an insurance agency dedicated to providing comprehensive commercial insurance services. This agency is committed to delivering exceptional customer service, maintaining accuracy in policy management, and supporting clients through the insurance process efficiently and professionally. With a focus on licensed insurance professionals, the agency values knowledge, customer interaction, and adherence to industry best practices and state regulations. Working in a dynamic and fast-paced environment, the agency promotes a team-oriented culture where employees are motivated to prioritize tasks and contribute to the agency's overall success and client satisfaction.

The role of the Express Assistant Account Manager is pivotal within the department. This position is designed to support the agency's commercial lines insurance processes by assisting in meeting service needs of customers and ensuring adherence to service quality standards. The Assistant Account Manager handles various administrative and client service duties including processing policy changes, rating insurance products using company software, accurately preparing endorsements, certificates, and invoices, and updating client files within the agency management system. Additionally, the individual supports new and renewal business activities by assembling applications, setting up client files, and compiling proposals.

This role requires strong knowledge of commercial underwriting and the ability to interpret insurance coverage data. Intermediate proficiency in Microsoft Office and agency systems is essential to effectively manage multiple tasks in a fast-changing environment. The Assistant Account Manager must communicate clearly and courteously with clients, prospects, and internal team members, providing prompt and knowledgeable assistance. They also participate in ongoing training and licensing requirements to maintain their industry credentials and keep current with regulatory changes. The position typically involves sedentary work with the need to lift light materials occasionally and requires regular attendance and punctuality.

Employment conditions may offer opportunities for remote work depending on location and department needs, with management responsible for communicating telecommuting policies. The position demands a self-motivated, detail-oriented individual who thrives in a busy office environment and embraces teamwork and problem-solving to meet agency service standards. This comprehensive role is essential to the agency's commitment to delivering high-quality insurance service and maintaining strong client relationships.

Job Requirements

Ability to obtain a thorough understanding of commercial underwriting and coverage, and interpret abstract data
Intermediate PC skills, with a focus on the Microsoft Office suite of products (Excel, Word, Outlook, Teams, etc.) and 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

Job Qualifications

1-3 years of previous commercial lines insurance experience preferred
1-3 years of direct phone customer service experience preferred
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance required
CISR designation preferred
Associate degree preferred

Job Duties

Provide prompt, courteous, knowledgeable service to customers and prospects
Accurately process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager
Assist the department 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 working knowledge of all company change procedures
Effectively support the department with computer and word processing skills, including rating programs in the agency management system
Maintain client files within the agency management system
Review all activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development