Assistant Account Manager - Commercial Lines

Colonial Group; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Colonial Group in Houston, TX seeks a customer service professional to support Producers by servicing existing accounts and soliciting new business. The role includes processing applications, quotes, and renewals, with a focus on accurate account management and client communication.

The ideal candidate has an associate's degree or equivalent, 4+ years in insurance-related roles, and an active insurance license. Strong MS Office skills and teamwork are essential for success in this position.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Four (4) or more years related work experience.
• Valid Insurance License.
• Maintains Continuing Education requirements for license renewal.

Responsibilities

• Provide customer service and support Producers by servicing existing accounts and soliciting new business.
• Package and market applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers.
• Manage renewal process for expiring policies.
• Respond to accounting inquiries and correct discrepancies including past due collections.
• Prepare presentations and proposals for clients and discuss renewal or new business strategies with producer or supervisor.
• Prepare draft certificate templates and review certificate requests.

Skills

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

MS Office

Typing 30-35 wpm

Education

Associate's Degree or equivalent

Four (4)+ years related experience

Insurance license

Tools

MS Office Suite

Job description

SUMMARY

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Packages and markets applications to various carriers to obtain quotes;
• Negotiates prices, commissions, and/or coverages with carriers;
• Reviews policies, identifies deficiencies and determines appropriate level of coverage;
• Manages renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts;
• 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;
• Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor;
• 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;
• Binds insurance coverage and prepares insurance binders;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Associate's Degreeor equivalent combination of education and experience
• Four (4) or more years related 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 and time management skills
• Intermediate typing skills (30-35 wpm)
• Ability to work within a team and to foster teamwork
• Proficient in Microsoft Office Suite

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