Account Manager Assistant

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Summary

Are you a servant leader who thrives in a fast-paced work environment? Are you looking for employment that complements the other priorities in your life while trusting you with responsibility?

The Account Manager Assistant position is the gateway for entry into an industry that is virtually recession proof. No insurance experience necessary-we will train the right candidate!

CHARACTER QUALIFICATIONS

· Humble – C.S. Lewis put it this way: “Humility isn’t thinking less of yourself, but thinking of yourself less.” The successful candidate must be a team player who isn’t afraid to make or forgive mistakes and is always on the lookout for ways to grow, improve, and win.

· Hungry – Our ideal candidate will be constantly thinking about their next step, more to do, more to learn, and ways to be, and help others to be, better.

· Smart – A successful candidate is “people smart.” Apply if you understand your words and actions impact the dynamics of a team and you will use them with good intentions for the benefit of others and not to manipulate.

Who We're Looking For: Character Qualifications

Receives calls from clients and insurance companies.
Prepares client letters and proposals.
Processes incoming policies, endorsements, certificates of insurance, and cancellations.
Assists with new business submissions by collecting and organizing information for underwriting.
Prepares, organizes, and prints documents as directed by Account Manager.
Facilitates client renewals as directed by Account Managers.

What You'll Do: Tasks

Provides support to other members of the agency as needed.
Manages special projects.
Performs other duties as requested.

What You'll Bring: Competencies

Strong time management skills, including planning, prioritizing and organizing
Ability to multi-task
Detail-oriented
Flexible and adaptable to change
Excellent verbal and written communication skills
Self-disciplined
Self-motivated; able to work autonomously
Strong computer skills and able to learn new software quickly
Understands and interprets abstract information
Responsive to calls and emails
Comfortable with handling challenging calls

EXAMPLE TASKS

Receive client and insurance company calls and emails
Prepare client correspondence and proposals
Process endorsements, certificates of insurance, and cancellations
Assist with new and renewal underwriting submissions
Collect, organize, and analyze data
Provide administrative support to others as needed
Manage special projects

What To Expect: Benefits and Schedule

Office environment with little exposure to dust, noise, temperature extremes, machinery, etc.
Extended viewing of computer monitor.
Extensive use of telephone.
Travel for client meetings, prospecting activities, insurance company meetings and training.

Compensation

Base Rate Range $17.50-$22
Benefits allowance
Variable Compensation Plan