Assistant Account Manager, Commercial Lines

Full-time - Entry Level

Fresno, CA

About the position

The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.

Responsibilities

• Assists the Account Management team with all aspects of the account-service process.
• Responds to policy inquiries via phone and email.
• Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations, etc.
• Responsible for service work as needed on a daily basis, including but not limited to certificates of insurance, policy changes, and client payments.
• Participates in the renewal preparation process, including generating renewal updates on accounts.
• Assists with marketing clients to carriers.
• Assists with coordinating premium financing and the collection of premiums.
• Checks policies/endorsements and audits for accuracy.
• Prepares quotes and proposals.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives.
• Updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Performs other duties and projects as assigned.

Requirements

• Must hold current Property & Casualty License.
• High School / GED.
• 1-2 years insurance industry experience or equivalent combination of education & experience.

Nice-to-haves

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• FSA
• HSA
• 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses, equity, and commissions for some positions