Account Assistant, Commercial Lines Insurance

The Buckner Company; Rexburg (ID); On-site; USD 29,000 - 33,000; Full time

Job summary

The Buckner Company in Rexburg, Idaho is seeking an Assistant Account Manager to support Account Managers and Producers. This full-time, entry-level position involves processing certificates of insurance, endorsements, and policy documents in our agency system.

Ideal candidates hold a high school diploma, have interest in the insurance field, and possess strong communication and teamwork skills. Training and development are provided to succeed in this role.

Qualifications

• Knowledge of or experience in the insurance industry preferred.
• High school diploma or equivalent.

Responsibilities

• Assist Account Manager and Producer with processing certificates of insurance.
• Assist with processing evidence of insurance and auto ID cards.
• Prepare and review policies; enroll accounts in the Agency Management System.
• Add applications into the Marketing Module and perform clerical duties to maintain service.

Skills

Communication

Interpersonal skills

Teamwork

Analytical skills

Computer literacy

Dependability

Organization

Self-starter

Education

High school diploma

Tools

Agency Management System

Job description

Position Title: Assistant Account Manager Classification: Non-exempt

Reports To: Department Team Leader Hours: Full Time (40 hours/week)

Compensation: $21-$24 hourly

Location: Rexburg

Position Summary

This is an entry-level position working to give support and assistance to Account Managers and Producers.

Essential Duties and Responsibilities

Assist Account Manager and Producer with processing:

• Certificates of Insurance
• Evidence of Insurance
• Auto ID Cards
• Process endorsements
• Prepare and reviewpolicies
• Request loss runs from expiration lists
• Enroll accounts in Agency Management System
• Add the applications into the Marketing Module
• Miscellaneous clerical duties as needed to maintain adequate service to our insured’s, Account Managers & Producers

Qualifications:

Education and Experience:

• Knowledge of or experience in the insurance industry preferred
• High school diploma or equivalent

Required Job Skills:

• Excellent communication skills, including listening, speaking and writing
• Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
• Ability to work well with others in a team environment
• Strong analytical and problem-solving skills
• Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
• Dependability and promptness
• Good organizational and time-management skills
• Must be a self-starter and work well with moderate supervision

Physical:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.