Assistant Account Manager - Commercial
Location
Woburn, MA | United States
Job description
Position:
Commercial Lines Assistant Account Manager Department: Commercial Lines
Reports to: Commercial Lines Manager
FLSA Status Exempt
Purpose and Description: Responsible for processing accounts, as assigned by management. This includes processing both new business and renewals, as well as inputting and maintaining account records in the agency management system (AMS360). Required to work with account managers and account executives and insurance carrier representatives to process business and resolve account issues.
Essential Job Functions: - Process certificate requests
- Processes specifically assigned new business, renewals, audit’s, bonds and endorsements within department guidelines as assigned by department management.
- Processing and servicing to include invoicing and payment follow-up.
- Sends new and renewal applications to Account Executives. Reviews and analyzes incoming applications and accompanying documentation; if further documentation is required will contact Management, Account Manager, Account Executive to assure timely completion.
- Creates renewal questionnaire’s for house accounts for Commercial Account Manager Review.
- Processes renewal policies on a timely basis. Responsible for managing miscellaneous projects assigned by management.
- Work on typing proposals and other special projects upon request including Vacant and Foreclosure quotes and proposals.
- Assures proper follow-up of all requests within service and procedure standards set by management.
Minimum Requirements: The following are required to enable the employee to perform the essential functions of the job.
- Skills/knowledge – Excellent communication skills required. Superior critical analysis required, including the ability to evaluate and determine account acceptability. Organizational skills and the ability to prioritize work is critical. Knowledge of computers operation is essential, knowledge of Word, Excel and AMS 360.
- Experience/Education –Three years of experience working with a property & casualty insurance carriers & brokerage is preferable. State Producer’s License desired.
Cabot Risk Strategies, LLC is an Equal Opportunity Employer.
Job tags
Salary
