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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

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