Assistant Account Manager

Hummel Group; Orrville, Uniontown (OH, OH); On-site; USD 38,000 - 50,000; Full time

Job summary

The Hummel Group in Uniontown, OH is seeking an Assistant Account Manager to handle administrative duties and support Account Managers and Account Executives.

Responsibilities include gathering client information for renewals, completing queue tasks, developing client relationships, coordinating with internal teams and vendors, and preparing proposals, quotes and reports to help meet client needs.

Qualifications

• Excellent customer service and teamwork skills.
• Ability to interact with employees, customers, and vendor companies.
• Willingness to travel offsite as needed, including limited overnight travel.

Responsibilities

• Gathers information from clients to facilitate the renewal process.
• Completes processing tasks out of their work queue.
• Develops relationships with clients and responds to client requests in a timely manner.
• Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations.
• Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives.
• Services small business accounts as experiences increases.
• Acts as a liaison between the Account Manager and Quality Control.
• Coordinates and schedules client meetings for Risk Advisors and Account Executives.
• Prepares reports for Account Executives and Risk Advisors as needed.
• Other job duties as assigned.

Skills

Customer service

Teamwork

Communication

Interpersonal skills

Education

High school diploma

Property and Casualty license

Driver's license

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Details

Job Location: Uniontown, OH 44685-8088

The Assistant Account Manager is responsible for administrative duties within the book of business they support. Assistant Account Manager is responsible for working day-to-day requests from Account Managers and Account Executives.

ESSENTIAL JOB RESPONSIBILITIES:

• Gathers information from clients to facilitate the renewal process.
• Completes processing tasks out of their work queue.
• Develops relationships with clients and responds to client requests in a timely manner.
• Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations.
• Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives.
• Services small business accounts as experiences increases.
• Acts as a liaison between the Account Manager and Quality Control.
• Coordinates and schedules client meetings for Risk Advisors and Account Executives.
• Prepares reports for Account Executives and Risk Advisors as needed.
• Other job duties as assigned.

QualificationsREQUIREMENTS:

Knowledge, Skills, and Ability

• Excellent customer service and teamwork skills.
• Ability to interact with employees, customers, and vendor companies.
• Working knowledge of computer software packages including Microsoft Word, Excel, and Outlook programs.
• Ability to travel offsite as needed including limited overnight travel.

Education or Experience

• High school diploma or equivalent required.
• Requires possession and maintenance of a Property and Casualty license.
• Must have a current driver license and an insurable driving record.

Working Environment/ Physical Activities

• General office work environment.
• Requires regular use of arms, hands, and fingers.
• Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
• Required to lift and/or move up to 10 pounds.

HIPAA Compliance

This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). An employee will be responsible for following the guidelines of the HIPAA Confidentiality Agreement.

Note:

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.