Join Our Team: Assistant Personal Lines Account Manager
We are seeking a
dedicated and detail-oriented Assistant Account Manager
to join our Personal Lines Insurance team. This position will support the Account Manager in delivering exceptional customer service and assisting with day-to-day account management tasks for personal lines clients. The ideal candidate will be a
proactive problem solver
with excellent communication skills and a robust ability to manage multiple tasks simultaneously.
Mission of the Assistant Personal Lines Account Manager
To serve the customer base so extraordinarily that clients tell their friends and family about our agency. Using initiative and excellent communication skills, this role will work to solve client requests effectively and efficiently. This includes serving as a
background assistant account manager
, escalating only the requests that require an experienced agent. You will need to be open to
becoming licensed within two months
to assist our service team with endorsements.
Principal Responsibilities
- Support account managers in maintaining policies and coverages.
- Assist in making changes from start to finish on personal policies.
- Support the service team in billing processes.
- Input quotes into our rating system and carriers.
- Clearly and effectively communicate with clients to manage expectations via phone and email.
- Verify discounts and other required documentation have been received.
- Proactively work with account managers to take on licensed tasks.
- Perform additional functions as directed by agency management.
- Participate in agency events and community service a few times a year.
- Contribute to the training/onboarding of team members as needed.
Who You Need To Be
- Friendly and outgoing, with a genuine desire to help people.
- Comfortable with technology—we operate a paperless office and embrace tech-friendly solutions.
- Proficient in Microsoft Word and Outlook.
- A team player willing to assist in areas