Assistant Account Manager, Personal Lines

Conner Insurance Inc; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

An insurance firm located in Indianapolis is seeking an Assistant Account Manager to support Personal Lines Account Managers. This role includes building client relationships, processing policy changes, and entering data in the management system. Ideal candidates should have a bachelor's or associate's degree and maintain an Indiana Property & Casualty insurance license. Strong communication and organizational skills are necessary for success in this fast-paced environment.

Qualifications

• Prefer bachelor's or associate's degree from a two-year college.
• High school diploma or equivalent is required.
• Must maintain a current Indiana Property & Casualty insurance license.

Responsibilities

• Provide technical support to Personal Lines Account Managers.
• Assist in building relationships with clients.
• Analyze clients' billing accounts for payments.
• Enter customer data accurately into the system.
• Attend meetings and seminars for product knowledge.

Skills

Proficient in Microsoft Office suite

Excellent oral and written communication skills

Ability to read and interpret insurance policies

High degree of organizational skills

Critical thinking skills

Customer service

Independent work

Education

Bachelor's degree or associate's degree

High school diploma or equivalent

Indiana Property & Casualty insurance license

Tools

Applied Epic Management System

Adobe Acrobat

Job description

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Assistant Account Manager, Personal Lines

The Assistant Account Manager, Personal Lines position is important to the operations of the Personal Lines Department. They provide daily support and assistance to the Personal Lines Account Managers and the Personal Lines Advisors. Additionally, this role is a tremendous training ground for someone who would eventually like to be an Account Manager, as they learn the daily ins and outs of the position, interface with our AMS and our carriers, and build important insurance knowledge and experience.

ESSENTIAL DUTIES

Department Support

Provide technical support to Personal Lines Account Managers

• Processing endorsement changes to active policies
• Complete endorsement requests in coordination with Advisor, Account Manager, or third party: follows up to ensure timely receipt of changes and policies.
• Assisting in renewal reviews
• Organize incoming carrier/client mail and underwriting notices from each carrier

Customer Relationship Management

Assist in building the relationship with Insured and determine effective ways to service their account

• Assist the Account Managers in corresponding with insured to obtain information or inform them of account status or changes.
• Responds to client’s needs in a timely, professional, helpful and courteous manner, regardless of client attitude.
• Strives to meet service standards in all circumstances.
• Looks for ways to add value beyond clients’ immediate requests.

Customer Service and Support

Assistance and support of the ongoing needs and issues of each Client.

• Enters customer data accurately and timely into Applied Epic Management System

Payment and Billing

Payment and Billing of policies/coverages

• Analyze Client’s billing accounts.
• Use agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.

ADDITIONAL DUTIES

• Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
• Perform other duties as assigned.

EDUCATION, CERTIFICATES, LICENSES, REGISTRATIONS and/or EXPERIENCE

• Prefer bachelor’s degree, or an associate’s degree or equivalent, from two-year college or technical school
• High school diploma or equivalent is required
• Maintain a current Indiana Property & Casualty insurance license

SKILLS

• Proficient in Microsoft Office suite of products and Adobe Acrobat
• General understanding of all lines of personal insurance coverage
• Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
• Ability to read, analyze, and interpret industry policies and contract documents
• Ability to effectively present information to insureds and carriers
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and criticallyAbility to define problems, collect data, establish facts, and draw valid conclusions
• Excellent oral and written communication skills
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of organizational skills
• Initiative and attention to detail
• Ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team

STARTING COMPENSATION

Differs with experience.

The above statements are intended to be a representative summary of the responsibilities performed by incumbents of this job. The incumbent’s may be requested to perform job-related tasks other than those stated in this description.