Account Manager Assistant


The Account Manager Assistant (AMA) provides support to Account Managers and works with other members of the agency to build strong relationships with clients by providing outstanding service. The insurance industry is built on a foundation of trust, and the agency requires that all team members model honesty, team-work, professionalism and a strong work ethic.

Primary Responsibilities

  • 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.

Additional Responsibilities

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

Skills & Competencies

  • Strong time management skills including planning, prioritizing and organizing work.
  • Ability to multitask
  • Detail-oriented
  • Flexible
  • Excellent verbal and written communication skills
  • Disciplined
  • Self-motivated; able to work autonomously
  • Proficient with computer skills and experience with Microsoft Office including Word, Excel and Outlook
  • Understands and interprets abstract information
  • Able to work in a fast-paced, demanding, and multiple-tasking environment
  • P&C license preferred but not required

Working Conditions

  • 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.