SUMMARY:
The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include 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.
ESSENTIAL FUNCTIONS:
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.
The 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
ADDITIONAL RESPONSIBILITIES:
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:
Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
Intermediate PC skills, with 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
QUALIFICATIONS:
Property and Casualty license or willingness and ability to quickly obtain preferred
Previous insurance experience preferred
CISR designation preferred
Associate degree preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment
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