Commercial Lines Assistant Account Manager

Overview

Commercial Lines Assistant Account Manager at INSURICA is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions including processing changes, rating, making calls, and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

Responsibilities

• Provide prompt, courteous, knowledgeable service to customers and prospects
• Process endorsements, certificates, and invoice all transactions as per instructions from the Account Manager
• Process change confirmations
• 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
• Support the department with computer and word processing skills, including rating programs in our automation system
• Maintain client files on computer systems
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

Qualifications

Licenses and Education

Working Conditions

Seniority level

Employment type

Job function

Industries

J-18808-Ljbffr