Job Description

Assistant Account Manager

Job Summary

Seeking a highly organized and proactive Assistant Account Manager to join a team. This role is integral to ensuring seamless service delivery by managing insurance policies, maintaining strong relationships with clients, carriers, and vendors, and supporting various operational tasks. If you are detail-oriented, enjoy working independently, and thrive in a collaborative environment, encourage you to apply.

Compensation Package

• Competitive Salary: $50,000 - $60,000 annually, plus bonus opportunities
• Comprehensive Benefits:
  • Health, dental, vision, and life insurance
  • Paid time off and holiday pay
  • Long-term disability coverage
  • 401(k) plan with profit-sharing contributions

Responsibilities

• Email and Correspondence Management: Monitor a dedicated email inbox for carrier correspondence, retrieve relevant information from carrier portals, and distribute it to the team.
• Bond Management: Handle quoting and issuing of bonds.
• Service Desk Oversight: Monitor a dedicated service desk email, forwarding requests to the appropriate team members or addressing them directly as needed.
• Loss Run Management: Retrieve loss runs for upcoming controlled accounts via carrier websites, direct carrier requests, or third-party software.
• Pre-Renewal Tasks: Gather Experience MODs, request CCPAP applications, and manage other pre-renewal activities through email communication with clients.
• Office Administration: Perform miscellaneous office tasks, including ordering supplies, managing postage, and maintaining copier functionality.

Qualifications/Requirements

• Strong organizational skills with a keen attention to detail.
• Ability to work independently and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills for client and team interactions.
• Proficiency in using email, carrier portals, and third-party software tools.
• Prior experience in insurance, account management, or a related field is preferred but not required.
• A proactive and collaborative mindset, with a commitment to delivering exceptional service.

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