Commercial Lines Assistant Account Manager

Job Description

Job Description

General Job Description : The Assistant Account Manager I is the first step in a three-step career path to becoming an Account Manager. This role provides foundational support to Account Managers by assisting with account service needs and processing tasks. The primary responsibilities include data entry and customer service, ensuring a positive experience for clients and efficient operations within the commercial lines department.

Essential Duties and Responsibilities :

• Creating & processing endorsements
• Issue proofs of insurance including certificates, evidences, and auto ID cards
• Obtain loss runs
• Physically bind renewal proposals
• Document retrieval
• Process client payments
• Back up to Administrative Assistants
• Manage the entire account-service process for the assigned Book of Business with professionalism and accuracy
• Other duties as assigned

Education and Experience :

Technology Skills :

Other Skills & Competencies :

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Work Environment : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.