Commercial Insurance Assistant Account Manager
Job Description
Job Description
About us
We are a family-owned insurance agency serving the South Florida community with a strong focus on customer care and attention to detail. Our close-knit team works collaboratively to ensure clients receive the best service possible.
About the Role
This position will be responsible for supporting the team's Account Manager in order to provide accurate, courteous, and prompt service to customers, insurance companies, and sales reps regarding the assigned accounts. This role is an opportunity to develop and grow into an eventual Account Manager/Executive.
Key Responsibilities
- Receive, review and process incoming mail daily, reassign to the Account Manager if their attention is required.
- Process transactions within customer files as provided by the Account Manager
- Perform various rating calculations and quotations as requested.
- Follow-up on customer file suspense according to agency guidelines
- Perform other duties as assigned
What We're Looking For
- Organized and proactive with strong time management skills
- Attention to detail and accuracy in tasks
- Strong written and verbal communication skills
- Basic understanding of Commercial Insurance
- Adaptable and comfortable handling multiple responsibilities in a small business environment
Preferred Skills & Experience
- State of Florida 2-20 or 4-40 Insurance License
- Knowledge of AMS - Applied Systems preferred, but not required
- Proficient in Excel and Word (Required)
- 1-2 years' experience in Commercial Lines Insurance
Why Join Us?
- Gain hands-on experience in Commercial Lines Insurance and business operations.
- Career Growth potential - this position has the opportunity to evolve into an Account Manager/Executive
How to Apply
If this sounds like the right opportunity for you, we'd love to hear from you.
Company DescriptionWe are a family-owned insurance agency serving the South Florida community with a strong focus on customer care and attention to detail. Our close-knit team works collaboratively to ensure clients receive the best service possible.
Company Description
We are a family-owned insurance agency serving the South Florida community with a strong focus on customer care and attention to detail. Our close-knit team works collaboratively to ensure clients receive the best service possible.