Commercial Lines Insurance Assistant Account Manager - Insurance

This position is responsible for providing administrative support in obtaining, maintaining, expanding and maintaining excellent relationships between Clients, Customer Service Managers, producers and insurers.

The ideal candidate will be experienced in servicing, and be detail oriented according to agency procedures and standards.

Essential Duties and Responsibilities

• Maintain strong relationships with customers.
• Prepare review letters on an annual basis.
• Communicate changes or adjustments in policies to clients.
• Understanding of contracts, carrier products, coverage forms and underwriting guidelines.
• Process additional lines of coverage for current customers.
• Quoting for all lines of coverage to prospective customers.
• Remain informed regarding industry information, new product information, and continuing education.
• Take client calls and emails in order to provide customer service and address all questions and concerns of customers.
• Modify, update, and process existing policies for customers to reflect any change in insurance coverage and / or premiums.
• Follow-up on cancellation and billing issues.
• Complete forms such as Evidence of Insurance, Certificates, Applications, Auto ID Cards and Cancellation Forms.
• Correspond with insured or agent to obtain information or inform the account status or changes of customers.
• Maintain strong relationship with customers and insurance carriers.
• Solicit and process additional lines of coverage for existing clients. This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Education And / or Experience

• High school diploma or equivalent.
• Possess active Property & Casualty License or willing and able to obtain within first year.
• 2 years Insurance Industry experience preferred. Computer Skills
• Computer skills including Excel and Word.
• Working knowledge of Applied Epic is a plus.
• Comfortable navigating multiple carrier websites Other Qualifications
• Strong customer service skills including written and communication.
• Ability to prioritize and work on multiple projects.
• Ability to function in a fast-pasted environment.
• Proactive in dealing with clients, carriers, Account Managers, and producers.
• An energetic self-starter, who works well in a highly automated, fast paced, team environment.

I look forward to having a conversation with you about your aspirations for a future career. Please contact me at to have a conversation about this exciting career advancement opportunity!

Jennifer Thompson

Senior Director - Insurance Division

gpac

605) 610-3041

Jennifer.Thompsongogpac

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Last updated : 2024-06-07