Assistant Commercial Lines Account Manager

About Us

Guy Hurley, LLC is a leading insurance agency based in Rochester Hills, Michigan, specializing in comprehensive insurance and bonding solutions for businesses and our personal lines clients. As insurance professionals, we are committed to helping people just like you find solutions for all your insurance needs. Once we understand your policy needs and goals, we'll work to develop a program tailored to you. Today’s environment can bring concerns, and even, dangers. That's why we work closely with our clients to anticipate these challenges and address them before they happen. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have questions about which insurance policies are right for you, sound decisions are vital in helping you pursue your goals and protect your future. For many, understanding every aspect of the insurance space can be daunting.

We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need.

Assistant Commercial Lines Account Manager

Job Summary:

Under the direction of the Client Service Manager, the Assistant Commercial Lines Account Manager performs a variety of essential tasks for the Property & Casualty Department to ensure clients receive prompt, accurate and professional service. Duties include processing insurance policies for certain coverage lines, maintaining files, preparing vehicle ID cards, and providing general office assistance including data input, copying, mail processing, phone duties, and completing special projects as assigned.

Principal Duties & Responsibilities:

• Processes all endorsements to policies and maintains AMS follow-up list for endorsements.
• Prepares spreadsheets for renewals.
• Prepares, prints, and mails vehicle ID cards.
• Handles small commercial accounts, assigned by the Account Manager, by providing quotes to clients, binding coverage when applicable, setting up and maintaining files, informing the Account Executive of renewals.
• Contacts clients in order to clarify or acquire necessary information.
• Maintains updated follow-up list.
• Creates and maintains policy details in AMS360 (including General Liability, Auto Liability, Worker’s Compensation, Property, Package Policy, and the like).
• Processes OCP’s and RRP’s.
• Processes audits.
• Processes Renewal Information requests to clients.
• Processes Renewal Certificates.
• Processes policy changes, as requested by the Account Manager.
• Performs administrative/clerical duties as assigned including filing, copying, processing mail, creating spreadsheets, etc. Provides front office reception and telephone coverage assistance as required.
• Completes special project assignments and position related tasks assigned by Account Manager or Account Executive.
• Maintains the confidentiality of all client and organizational data.
• Demonstrates integrity and honesty and a positive attitude toward clients, other staff, management, and business contacts in performing the duties and responsibilities of the position.
• Performs other duties as assigned.

Knowledge, Skills & Abilities:

• High School Diploma required
• Possession of an active and valid State of Michigan Property & Casualty Insurance License, or the ability to obtain the license within 90 days of employment
• Minimum of 1 year of commercial insurance business experience highly desired
• Computer skills necessary to maintain various records and prepare reports; familiarity with the use of general office equipment
• Proficiency with MS Office Suite required
• AMS360 and ImageRight experience desired; will consider experience with related agency management systems
• Knowledge and understanding of generally accepted office procedures
• Good organization and time management skills are required to successfully perform the duties of this position
• Interpersonal skills necessary to communicate effectively with a wide variety of business associates including clients, all levels of staff, Insurance companies, etc. in the exchange of information and resolution of outstanding issues
• Physical ability to sit for prolonged periods of time at the computer
• Mental ability to handle pressures related to meeting deadlines, multi-tasking, and maintaining accurate and detailed records

Working Environment:

• Normal office environment with little, if any, discomfort due to heat, dust, noise, and the like. Evening or weekend work hours may be occasionally required.

Hours: Monday-Friday, 8:30am-5:00pm (Flexible Work Hours and Hybrid Work Schedule After Training)

Office Locations:

• 989 East South Boulevard, Suite 200, Rochester Hills, MI 48307
• 33215 Grand River Avenue, Farmington, MI 48336

Benefits:

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.