Deeply Rooted to Serve

Led by the values and mission of the organization, the Account Manager Assistant supports the Commercial Lines Account Managers with administrative tasks in the servicing of Commercial Insurance accounts.

WORK PERFORMED:

• Promptly assists Account Manager and Account Executive in servicing and retaining of Transportation Accounts.
• Works to ensure that client retention goals are met by assisting Account Manager in providing a superior level of customer service.
• Processes and send Certificates, ID Cards, Evidence of Insurance and Binders.
• Processes and invoices endorsements.
• Prepare accounting reconciliation; audit payroll/sales comparisons and quick coverage summaries as requested by insured.
• Obtains and edits driver, vehicle, equipment, and locations schedules.
• Orders Loss Runs as requested.
Shares in phone answering responsibilities

JOB REQUIREMENTS:

• Proficient in Microsoft Office (Outlook, Excel, Word, Teams)
• Strong sense of urgency and attention to detail
• Ability to prioritize and organize tasks
Ability to multitask

PREFERRED EDUCATION/EXPERIENCE:

• High School Diploma or equivalent
• Active P&C license
• Prior insurance industry experience a plus
• Prior experience with EPIC a plus


About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance