Assistant Account Manager - Commercial Lines

Colonial Group; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Colonial Group seeks an experienced insurance professional to provide exceptional customer service, service existing accounts, and assist Producers by soliciting new business. You will manage the renewal process, review client policies, and prepare proposals for clients to ensure accurate coverage and timely renewals.

The role requires strong communication, detail orientation, and the ability to work within an agency setting.

Qualifications

• Associates degree or equivalent plus several years in insurance/agency environment.
• Active insurance license and ongoing CE requirements.
• Strong communication and customer-service orientation.

Responsibilities

• Packages and markets applications to carriers to obtain quotes.
• Negotiates prices, commissions, and coverages with carriers.
• Reviews policies and determines appropriate coverage levels.
• Manages renewal process for expiring policies.
• Handles client inquiries and corrects account discrepancies, including collections.

Skills

Verbal & written communication

Customer service

Problem solving

Time management

Typing speed 30-35 wpm

Teamwork

MS Office Suite

Education

Associate's Degree or equivalent combination of education and experience

Four or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

Tools

Microsoft 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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