Job Title

Assistant Account Manager/ Senior CSR

 

Location

Chamblee, Georgia / Hybrid (3 days in office, 2 days remote)

 

 

Position Summary

Assistant Account Manager / Senior CSR serves as the operational “glue” between our Account Management and Accounting teams. You’ll own day-to-day premium invoicing, funding, and reporting tasks while maintaining high-touch client service—ensuring revenue is recorded accurately, cash is applied promptly, and clients receive timely, error-free documentation.

 

Salary range: $50k - $75k, plus benefits package including major medical, 401k, profit sharing.

 

Responsibilities

 

· Generate and email client invoices (direct-bill & agency-bill) within 24 hrs of binding or endorsement.

· Record daily deposits, apply cash to open invoices, and scan checks for remote deposits.

· Prepare month-end premium, commission, and trust-account reconciliations; investigate and resolve variances with carriers.

· Draft and execute premium-finance agreements; monitor disbursement schedules, track funding, and upload documents to the AMS.

· Track policy changes, endorsements, audits, and cancellations to ensure corresponding invoices/credits are processed accurately.

· Maintain Veruna/Salesforce client records: attach documentation, update financing details, and log communications.

· Answer client billing questions and provide clear, courteous explanations to insureds, brokers, and insurance carriers.

· Monitor funding and commission payments; escalate delinquencies or short pays.

· Assist the Accounting Manager and Account Manager with day-to-day tasks and fulfill any other duties they may assign.

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Experience and Qualifications

 

· Minimum of two years’ commercial P&C insurance experience (preferably five) within a retail agency setting

· Exceptional attention to detail that catches billing, data, and coverage errors before they reach clients.

· Flexible mindset able to pivot between accounting tasks, client service, and ad-hoc requests without missing deadlines.

· Proficient in Microsoft 365, Google Workspace, and SharePoint shared drives for seamless document management.

· Excellent written and verbal communication coupled with strong problem-solving abilities.

· Outstanding organizational and time-management skills support juggling multiple priorities.

 

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