Assistant Account Manager-PL (NW)

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Creates marketing submissions and works with various carriers to obtain quotes;

* May negotiate prices, commissions, and/or coverages with carriers;

* Reviews policies, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);

* Reviews policies for accuracy and reviews contracts;

* Manages renewal process for expiring policies;

* Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;

* Binds insurance coverage and prepares binders and/or delegates certificate issuance;

* Assists with the preparation and/or proposals for clients;

* May participate in client meetings to review coverage;

* Researches requests for information from Underwriters;

* Prepares presentations, proposals, summaries, or schedules of coverage for clients;

* Composes correspondence to insured and/or Underwriters;

* Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;

* Inputs applications and creates letters, and other forms of correspondence;

* Prepares certificate templates;

* Analyzes certificate requests and ensures certificates are issued correctly and coverage gaps are addressed;

* Receives and develops new business leads for Producers or identifies and develops cross-sell opportunities;

* Participates in the claims process as directed by management including claim submission, follow-up, and overall communications;

* Notifies Brokers and Producer of pertinent information related to client retention;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Two (2) or more years related work experience

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by Supervisor

Valid insurance license

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Excellent organization, attention to detail, and effective time management skills

Advanced planning and prioritization skills

Good problem solving skills

Strong analytical skills

Ability to work within a team and to foster teamwork

Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts

Thorough knowledge of personal lines insurance

Proficient in Microsoft Office Products

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• Idaho, USA
• Washington, USA