We're hiring for a part-time assistant account manager!

August 16, 2019

Role and Responsibilities

Responsible for providing customer service and supporting agency by servicing existing accounts, and general administrative tasks.  This position will have the following duties and responsibilities:

·        Personal Lines servicing

           1.     Input personal insurance auto, home,renters, earthquake, umbrella, etc. in the rater, and prep submissions for review by account manager

            2.     Process personal lines changes including, vehicle changes, driver changes, auto id cards, mortgage changes(including issuing appropriate documentation)

·        Commercial Lines support

            o   Data entry into agency management system

·        Reviews endorsements and policies for accuracy

·        Assists in working the renewal processes with Account Manager and Producer

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

·        General clerical duties as-needed

·        Other duties as assigned

 

EDUCATION / EXPERIENCE
2 - 4 years related work experience
Valid property-casualty insurance license is required, and must be current on Continuing Education

SKILLS
Excellent written communication skills and customer service skills
Excellent organization, attention to detail, and effective time management skills
Good problem solving and strong analytical skills
Ability to work within a team, and have an effective relationship with clients, carriers and other business contacts
Knowledge of personal lines insurance, with a desire to learn commercial lines
Proficient in Microsoft Office Products

 

Additional Notes

Growth potential available, including learning commercial lines!

Best candidates would be someone with a young family and only wants to work 2-3 days a week, or someone nearing retirement and doesn’t want to hustle of a corporate job, but not ready to leave insurance.