Commercial Assistant Account Manager

Full-time

Hybrid - Fort Worth, TX

Insurance Carriers and Related Activities

About the position

The Commercial Assistant Account Manager is responsible for supporting the Client Insurance Program by processing necessary documentation and ensuring superior service to all clients. This role involves generating surveys, preparing loss summaries and proposals, issuing certificates of insurance, and managing client communications. The position requires teamwork, technical expertise, and the ability to handle multiple tasks effectively.

Responsibilities

• Generate surveys and request renewal applications
• Prepare Loss Summaries
• Prepare Proposals for renewal terms
• Initiate Premium Finance Requests
• Issue Certificates of Insurance and Auto ID cards
• Prepare Schedules of Insurance for delivery to client
• Prepare policies for delivery to client
• Process Policy Audits and Monthly Reports
• Identify and resolve Accounting discrepancies
• Create requests for changes to client's coverages
• Perform tasks assigned as part of the Agency Standard Service Plan
• Attend meetings with Risk Management Team as appropriate
• Manage client's use of Certificate program, conducting training of client as needed
• Treat clients, prospects, and company employees with courtesy and respect
• Contribute to a team approach toward meeting goals and providing excellent client service
• Coordinate and monitor usage and quality of outsourcing teams
• Demonstrate cooperation and effective communication with clients, vendors and co-workers
• Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
• Other duties as requested by members of Service Team
• Complete Kaplan Pictorials
• Obtain insurance designations of CISR or equivalent
• Verify accuracy of endorsements and invoice as necessary
• Comprehend Insurance Contract requirements for Certificates
• Communicate with insurance carriers as needed
• Communicate with clients as needed
• Become proficient using premium analysis software
• Participate in Position Rotation

Requirements

• Education: College Degree, preferred
• Have or obtain P&C License within 12 weeks of hire
• 12 to 18 months insurance industry experience or comparable customer service experience required
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills
• Operational knowledge of various Windows-based application programs such as Excel and Word
• Willing to work overtime due to cyclical nature of business

Benefits

• Health and welfare
• Tuition assistance
• 401K
• Employee assistance program
• Career mobility
• Employee network groups
• Volunteer opportunities
• Other programs