Assistant Account Manager - Personal Lines Insurance

JOB SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Creates marketing submissions and work with various carriers to obtain quotes;
* May negotiate prices, commissions, and/or coverages with carriers;
* Reviews policies, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
* Reviews polices for accuracy and reviews contracts;
* Manages renewal process for expiring policies;
* Reviews client accounting history, responds to accounting inquiries; and corrects account discrepancies including collections on past due accounts;
* Binds insurance coverage and prepares binders and/or delegates certificate issuance;
* Assists with the preparation and/or proposals for clients;
* May participate in client meetings in review coverage;
* Researches requests for information from Underwriters;
* Composes correspondence to insured and/or Underwriters;
* Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
* Inputs applications and creates letters, and other forms of correspondence;
* Prepares certificate templates;
* Analyzes certificate requests and ensures certificates are issued correctly and coverage gaps are addressed;
* Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;
* Participates in the claims process as directed by management including claim submission, follow-up, and overall communications;
* Notifies Brokers and Producers of pertinent information related to client retention;
* Complies with agency management system data standard and data integrity (enters and maintains complete and accurate information)
* Performs all duties in accordance with all company policies and procedures, and all federal, state and local law, wherein the Company operates;
* Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience
Four (4) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by Supervisor

SKILLS

Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organization, attention to detail and effective time management skills
Advanced planning and prioritization skills
Good problem solving skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of personal lines insurance
Proficient in Microsoft Office Products

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• Fresno, CA, USA