Assistant Account Manager (Client Services)

The Assistant Account Manager is responsible for administrative duties within the book of business they support. Assistant Account Manager is responsible for working day-to-day requests from Account Managers and Account Executives. 

ESSENTIAL JOB RESPONSIBILITIES: 

To perform this job successfully, an individual must be able to perform each essential duty adequately.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Gathers information from clients to facilitate the renewal process. 
• Completes processing tasks out of their work queue. 
• Develops relationships with clients and responds to client requests in a timely manner. 
• Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations. 
• Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives. 
• Services small business accounts as experiences increases. 
• Acts as a liaison between the Account Manager and Quality Control. 
• Coordinates and schedules client meetings for Risk Advisors and Account Executives. 
• Prepares reports for Account Executives and Risk Advisors as needed. 
• Other job duties as assigned. 

REQUIREMENTS:  

Knowledge, Skills, and Ability 

• Excellent customer service and teamwork skills.  
• Ability to interact with employees, customers, and vendor companies. 
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs. 
• Ability to travel offsite as needed including limited overnight travel. 

Education or Experience  

• High school diploma or equivalent required.  
• Requires possession and maintenance of a Property and Casualty license. 
• Must have a current driver license and an insurable driving record.  

Working Environment/ Physical Activities 

• General office work environment.  
• Requires regular use of arms, hands, and fingers.  
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.  
• Required to lift and/or move up to 10 pounds.  

HIPAA Compliance 

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI).  An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement. 

Note:    This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.