Job Position:

• POSITION TITLE:
• Assistant Account Manager – Commercial Lines
• DEPARTMENT:
• Commercial Lines
• REPORTS TO:
• Director of Operations
• BASIC FUNCTION:
• Provide support to the Account Manager with regards to new business / renewal / service processes between Team and Client to maintain and nurture new and existing relationships.

KEY RESPONSIBILITIES:

• Management of account cycle timeline
  1.  Applications—Acord, both current and future
  2.  Obtain loss runs from carrier sites
  3.  Compile loss summaries
  4.  Assist with proposals as needed
• Directly monitor CSR (if applicable)
• Servicing liaison between account manager/producer/client/carrier.
  1.  Policy changes
  2.  Policy check In
  3.  Policy/endorsement Delivery
  4.  Billing
  5.  Audits
  6.  Mastery of CSR 24
  7.  Proficiency in the agency management system (EPIC)
  8.  Premium calculations
  9.  Marketing
• Resource Pro procedures
  1. Understanding policy check-in process
  2. Understand carrier website download
• Attend team meetings
• Maintain familiarity with trends in the industry as well as new insurance products
• Tuesday Morning meeting attendance
• Service and assist clients as necessary

QUALIFICATIONS:

• 1.  Ability to build and maintain relationships with client and team while delivering exceptional customer service
  2.  Active P&C license
  3.  Service oriented
  4.  Intermediate/advanced proficiency level of Microsoft office (Word, Excel, PowerPoint, Outlook)
  5.  Ability to work under pressure in a fast-paced environment
  6.  Organized/detail oriented/problem solver
  7.  Proficiency w/EPIC (preferred)
  8.  Solid communication skills (written and verbal)
  9.  ACSR or AAI designation (preferred)
  10.  3+ years of experience as an assistant account manager or CSR