Job details
Job type full-time
Full job description
Have you previously been an account manager and are looking for a change? utilize your prior account manager knowledge and skills to support our large commercial account managers and not have the formal responsibility of a book of business, in a high level assistant position.
Objective
Demonstrate insurance knowledge and principles along with providing excellent customer service to the highest level possible to successfully perform the essential functions of this role.
Essential functions
Issue certificates of insurance
Process policies, endorsements, audits
Maintain agency management system
Maintain account excel spreadsheets
Prepare pre-renewal documents
Prepare proposal documents
Competencies (knowledge, skills & abilities)
Ability to communicate with account managers, producers and clients.
Thorough understanding of insurance industry, commercial underwriting, products and coverage.
Excellent verbal and written communication skills.
Excellent interpersonal, sales and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Ability to function well in a high-paced and at times stressful environment.
Strong analytical and problem-solving skills.
Strong mathematical skills.
Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages.
Proficient with microsoft office suite or related software.
Knowledge of vertafore agency management products is preferred.
Education and/or experience
High school diploma or equivalent.
Customer service experience required.
Must be fully licensed as a fire & casualty broker/agent and license must be maintained (continuing education required).
Continue to develop his/her talents and insurance knowledge to the highest level possible.
Physical demands
Physical demands of the job that must be met by an employee to successfully perform the essential functions are represented belowReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequently required to use manual dexterity.
Regularly required to sit for long periods of time at a desk and working on a computer.
Ability to talk and listen.
Occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel or crouch.
Occasionally required to lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision, peripheral vision, and ability to adjust focus
Position type
Possibility of remote work available.
This is a full-time non-exempt positionThe agency provides compensation for all overtime hours worked by non-exempt employees in accordance with state and federal laws.
Hours of work and days are monday through friday, 8:00 a.mTo 5:00 p.m.
Work environment
Characteristics are relatively stableThe noise level is usually moderate and the exposure to hazardous conditions is practically non-existentListed below are applicable special environmental conditionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Fast-paced multi-tasking environment with high disruption.
Ability to work alone or as part of a team.
Disclaimer
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employeeDuties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
This job description is not intended as a contract and is subject to change and revisionAny written contractual agreements will supersede this job descriptionAll requirements may be modified to reasonably accommodate physically or mentally challenged employees.
