Assistant Account Manager - Commercial Lines

Colonial Group; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Colonial Group is seeking an experienced insurance customer service professional to service existing accounts, market applications to carriers, and support Producers with new business.

The role involves reviewing coverage, managing renewals, handling client inquiries, and preparing proposals while maintaining accurate policy data in the agency system.

Qualifications

• Associate’s degree or equivalent combination of education and experience.
• 4+ years of related work experience.
• Valid Insurance License and ongoing CE requirements.
• Proficiency with agency management systems and data entry.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiates prices, commissions, and coverages with carriers.
• Reviews policies and determines appropriate level of coverage.
• Manages renewal process for expiring policies.
• Responds to client accounting inquiries and resolves past due items.
• Participates in client meetings to review coverage and strategy.
• Gathers information for applications and prepares proposals.
• Researches requests from underwriters and drafts correspondence to insureds.
• Sets renewal and new business marketing strategy with producer or supervisor.
• Prepares certificate templates and analyzes certificate requests for clients.
• Enters applications and maintains correspondence and forms.
• Binds insurance coverage and prepares binders.
• Ensures data integrity in the agency management system.
• Other duties as assigned.

Skills

Communication

Customer service

Problem solving

Time management

Teamwork

MS Office

Typing 30-35 wpm

Education

Associate's degree

Tools

MS Office

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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