JOB SUMMARY AND PURPOSE

The Assistant Account Manager, Personal Lines position is important to the operations of the Personal Lines Department. They provide daily support and assistance to the Personal Lines Account Managers and the Personal Lines Advisors. Additionally, this role is tremendous training ground for someone who’d eventually like to be an Account Manager, as they learn the daily in’s and outs of the position, interface with our AMS and our carriers, and build important insurance knowledge and experience.

ESSENTIAL DUTIES:

Department Support – Provide technical support to Personal Lines Account Managers

1. Processing endorsement changes to active policies
2. Complete endorsement requests in coordination with Advisor, Account Manager, or third party: follows up to ensure timely receipt of changes and policies.
3. Assisting in renewal reviews
4. Organize incoming carrier/client mail and underwriting notices from each carrier

Customer Relationship Management –Assist in building the relationship with Insured and determine effective ways to service their account

1. Assist the Account Managers in corresponding with insured to obtain information or inform them of account status or changes.
2. Responds to client’s needs in a timely, professional, helpful and courteous manner, regardless of client attitude.
3. Strives to meet service standards in all circumstances.
4. Looks for ways to add value beyond clients’ immediate requests.

Customer Service and Support – Assistance and support of the ongoing needs and issues of each Client.

1. Enters customer data accurately and timely into Applied Epic Management System
2. Compile data on insurance policy changes.

Payment and Billing – Payment and Billing of policies/coverages

1. Analyze Client’s billing accounts.
2. Use agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.

ADDITIONAL DUTIES:

1. Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
2. Perform other duties as assigned.

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE:

• Prefer bachelor’s degree, or an associate’s degree or equivalent, from two-year college or technical school
• High school diploma or equivalent is required
• Maintain a current Indiana Property & Casualty insurance license

SKILLS:

• Proficient in Microsoft Office suite of products and Adobe Acrobat
• General understanding of all lines of personal insurance coverage
• Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
• Ability to read, analyze, and interpret industry policies and contract documents
• Ability to effectively present information to insureds and carriers
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Excellent oral and written communication skills
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of organizational skills
• Initiative and attention to detail
• Ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team

STARTING COMPENSATION:

Differs with experience.

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent’s may be requested to perform job-related tasks other than those stated in this description.