Assistant Account Manager

Job Posting

Job Location : INSURICA Direct - NORMAN, OK

Position Type : Full Time

Education Level : 2 Year Degree

Travel Percentage : None

Job Shift : Day

Job Category : Commercial Lines Select [CLSELT]

Summary

The Express Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions including, but not limited to, processing changes, rating, making calls, and assuring correct information is input into the agency management system, to achieve the quality and service standards developed by the agency.

Essential Functions

• Provide prompt, courteous, knowledgeable service to customers and prospects
• Accurately 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
• 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

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Knowledge, Skills, and Abilities

Qualifications

Working Conditions and Reasonable Accommodations