Assistant Account Manager

Company: Alera Group, Inc.
Location: Logan
Posted on: March 18, 2023

Job Description:

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?-- Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? -- If that is what you're looking for, this is your chance to be part of an amazing organization! The Assistant Property and Casualty Account Coordinator's primary responsibility is to assist Property & Casualty Account Managers with clients while maintaining a high level of client and internal team satisfaction.-- In this role, successful candidates need to be highly organized with experience in a retail agency.

• Respond to Account Manager Supervisor, Account Manager, and Commercial Agent requests in a timely, effective and professional manner.
• Respond to client requests in a timely, effective and professional manner.
• Follow agency systems, procedures, and timeframes.
• Set up client marketing files according to agency procedures and timeframes.
• Add and maintain client files on the computer according to agency procedures.
• Process policies, endorsements, and endorsement request according to agency procedures and timeframes.
• Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes.
• Compose letters to clients and insurance carriers according to agency form letters.
• Keep suspense items current according to agency procedures.
• When necessary, contact clients and/or insurance carriers for information or to perform service.
• Make photocopies and scan various documents.
• Attend all training and meetings held by the agency.--
• This is a position that can lead to additional responsibilities in the agency as well as an account manager role.
  • High school diploma.
  • Ability to work within a fast-paced team environment.
  • Minimum of one-year prior experience as an assistant in a retail insurance agency.
  • Property and Casualty License or the ability to obtain within the first 6 weeks of start date.
  • Proficiency using AMS360 as well as Microsoft Office a plus
  • Prior commercial experience preferred but not required. We're an--equal opportunity employer.-- All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the--California Consumer Privacy Act--prior to applying.-- #pandoIQ PandoLogic. Keywords: Insurance Assistant, Location: NORTH LOGAN, UT - 84322 , PL: 564993664

Keywords: Alera Group, Inc., Logan , Assistant Account Manager, Executive , Logan, Utah