You haven't searched anything yet.
About the Company:
Swarts, Manning & Associates (SMA), is a full-service insurance brokerage with locations in Nevada, California, and Utah. We provide insurance and risk management to a wide range of businesses across the country. We pride ourselves on our knowledge, service, and reliability to our customers.
Job Description:
This opportunity is designed for individuals looking to start a career in a fast-paced industry with lots of opportunities to grow and build a solid career in a fantastic industry.
The ideal candidate will exhibit high standards, excellent communication skills, be a team player, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
The candidate will:
· Secure quotes for new business in an accurate and timely manner
· File client activities in agency management system in an accurate and timely manner
· File policies with state tax agency
· Create proposals for agents to share with clients
· Assist account manager in providing high quality customer support
· Generate and distribute insurance certificates to clients
· Proofread records, applications, and proposals
· Maintain a quality service plan ensuring the accuracy of binds, policies, certificates, and other relevant documents
· Perform additional duties as assigned
Requirements:
· Possess strong interpersonal, customer service and communication skills
· Possess strong moral and ethical character
· Have technology and computer proficiency, including proficiency in Microsoft Office suite
· Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
· Demonstrate sound business judgment, strong decision-making, and a keen attention to details
· Thrive in a team environment as a positive team player
· P&C license and other Professional designations a plus, e.g. CPCU, CIC, CISR etc.
· Insurance experience a plus.
· One year office experience preferred.
Full Time
$69k-93k (estimate)
04/22/2024
05/11/2024
The following is the career advancement route for Assistant Account Manager positions, which can be used as a reference in future career path planning. As an Assistant Account Manager, it can be promoted into senior positions as a Bookkeeper, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Assistant Account Manager. You can explore the career advancement for an Assistant Account Manager below and select your interested title to get hiring information.
If you are interested in becoming an Assistant Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Assistant Account Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Assistant Account Manager job description and responsibilities
Performs a variety of client services for an advertising or marketing agency.
01/14/2022: Carson City, NV
Makes sure that the procedures and techniques are adequate for the firm.
03/13/2022: Manchester, NH
Should know what type of duties should be performed by him and should thus work accordingly.
01/24/2022: Alamogordo, NM
Should also know how to deal with the vendors and clear their balances.
01/01/2022: Boulder, CO
Prepares budget, forecast, financial accounts, management reports and costing.
03/25/2022: Springfield, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Assistant Account Manager jobs
Gain relevant, hands-on experience.
03/03/2022: Cincinnati, OH
Consider pursuing a master’s degree.
03/26/2022: Toledo, OH
Entry Level Assistant Account Manager with no experience required.
03/04/2022: Racine, WI
Assistant Account Manager jobs with no degree required.
02/15/2022: Reno, NV
Proven experience as an Assistant Account Executive, Account Coordinator or similar role.
01/12/2022: Rock Hill, SC
Step 3: View the best colleges and universities for Assistant Account Manager.