Assistant Personal Lines Account Manager

Oakview Insurance Services, Inc.; Delhi; On-site; INR 247,968 - 303,072; Full time

Benefits offered by this job

Hourly rate $20.00–$23.00/hour

Individual and team bonuses

PTO

Paid holidays

401(K) match

Job summary

Oakview Insurance Services, Inc. invites applications for an Assistant Personal Lines Account Manager. The role supports the Account Manager in handling personal policies, maintaining coverages, and assisting with day-to-day tasks.

The position emphasizes proactive problem solving, strong communication, and a willingness to obtain a license within two months. Key duties include processing changes, aiding billing, inputting quotes, and coordinating with clients via phone and email.

Qualifications

• Education: High school diploma or equivalent required.
• Certification: P&C Insurance License or willingness to complete licensing within two months.
• Experience: Minimum of 1 year of experience in personal lines insurance, customer service, or an administrative role.
• Knowledge of insurance policies and procedures is a plus.

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.
• Communicate with clients to manage expectations via phone and email.
• Verify discounts and other required documentation have been received.
• Proactively work with account managers on licensed tasks.
• Participate in agency events and community service a few times a year.
• Contribute to training/onboarding of team members as needed.

Skills

Friendly attitude

Excellent communication

Team player

Analytical

Education

High school diploma or equivalent

P&C Insurance license or willingness to license

Tools

Microsoft Word

Outlook

Job description

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 strong 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 beyond your assigned position.


• Patient, kind, trustworthy, ethical, and honest.


• Analytical, with the ability to identify and solve issues independently.


• Able to meet deadlines without supervision.


• Detail-oriented with strong organizational skills.


• Proactive in working accounts and presenting solutions to agents for clients.


• Skilled in verbal and written communication, including proper spelling and grammar.


• High WPM typing speed is preferred.

Qualifications

• Education: High school diploma or equivalent required.


• Certification: P&C Insurance License or willingness to complete licensing within two months.


• Experience: Minimum of 1 year of experience in personal lines insurance, customer service, or an administrative role.


• Additional Skills: Knowledge of insurance policies and procedures is a plus.

Compensation

• Hourly Rate: $20.00 – $23.00/hour.


• Additional Benefits:


• Individual and team bonuses


• PTO


• Paid holidays


• 401(K) automatic match of pay