Assistant Account Manager

Clear Destination Inc.; Oklahoma City (OK); On-site; USD 40,000 - 50,000; Full time

Job summary

Clear Destination Inc. in Oklahoma City is seeking an account service professional to provide client support within a service team and assist Producers by servicing existing accounts. You will participate in renewal-related tasks and support the overall client experience.

The role emphasizes accurate data handling, fast response to inquiries, and collaboration with underwriters and clients to prepare compelling proposals and renewal documentation.

Qualifications

• Four or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Prepares exposure workbook and applications for client pre renewals.
• Assists Service team in reviewing and comparing quotes for Proposals.
• Requests information related to renewals for clients such as applications and safety manuals.
• Reviews client accounting history and responds to inquiries.
• Gathers information for applications and prepares proposals for clients.
• Composes correspondence to insured and underwriters and supports meeting material.
• Performs duties in accordance with company policies and applicable laws.

Skills

Communication

Customer service

Problem solving

Time management

Teamwork

Independent work

Microsoft Office Suite

Education

Associate's Degree or equivalent

Insurance License

Tools

Microsoft Office Suite

Job description

SUMMARY

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepares exposure workbook and applications for client pre renewals.
• Assists Service team in reviewing and comparing quotes for Proposals.
• Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals.
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies.
• May participate in client meetings to review coverage.
• Gathers information for applications.
• Prepares presentations and proposals for clients.
• Researches requests for information from underwriters.
• Composes correspondence to insured and/or underwriters.
• Prepares draft certificate templates for review and approval.
• Analyzes certificate requests and ensures clients needs are met.
• Inputs applications and creates letters, and other forms of correspondence.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's Degreeor equivalent combination of education and experience
• Four (4) or more yearsrelated work experience
• Encouraged to complete Career Path requirements as communicated by Supervisor
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good problem solving skills and time management skills
• Ability to work within a team and to foster teamwork
• Ability to work independently on assigned tasks
• Proficient in Microsoft Office Suite