Assistant Account Manager, Personal Lines

Jobtailor; Lake Oswego (OR); On-site; USD 42,000 - 55,000; Full time

Job summary

Jobtailor in Lake Oswego, Oregon is seeking an Insurance Administrative Specialist to support client accounts, prepare documents, and coordinate renewals end-to-end.

You will review requests, manage policy materials, and communicate with clients, carriers, and teammates to ensure accuracy and timely processing. Strong data entry and MS Office skills are essential.

Qualifications

• One or more years of professional office experience preferred.
• High School diploma or equivalent.
• P & C Insurance Producer License required within 90 days of start.
• Exceptional customer service skills.
• Excellent organizational, interpersonal, communication skills.
• Proven ability of working in a successful team environment.
• Strong data entry skills.
• Strong attention to detail.
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization.
• Applied EPIC Agency Management System experience preferred but not required.

Responsibilities

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required.
• Review and process change requests in the system of record.
• Set-up and maintain new and renewal client files in the system of record.
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer.
• Provide quality customer service to clients, team members, and carriers.
• May review policies and endorsements for completeness and accuracy.
• Prepare policies for delivery to clients.
• Communicate with company personnel regarding the client’s needs and/or issues.
• Use system’s 'activity' function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests.
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents.
• Input/maintain data on account management system and ancillary systems as required.
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts.
• Other reasonable duties as assigned.

Skills

Customer service

Data entry

Organizational skills

Interpersonal skills

Communication skills

Attention to detail

Education

High School diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

EPIC Agency Management System

Job description

Responsibilities

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s 'activity' function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
• Other reasonable duties as assigned

Requirements

• One or more years of professional office experience preferred
• High School or equivalent
• P & C Insurance Producer License Required within 90 Days of Start
• Applicable insurance experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Strong attention to detail
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required

Core Competencies

Demonstrates strong organizational and customer service capabilities while managing client accounts and documentation. Proficient in data entry and communication, ensuring accuracy and efficiency in processing insurance-related transactions.

Highest-signal resume keywords

• P & C Insurance Producer License
• Customer Service Skills
• Data Entry Skills
• Microsoft Word Proficiency
• Applied EPIC Agency Management System Experience

ATS Optimization Keywords

Hard Skills

• Data Entry
• Document Preparation
• Policy Review
• Change Request Processing
• Client File Management

Soft Skills

• Exceptional Customer Service
• Organizational Skills
• Interpersonal Skills
• Communication Skills
• Attention to Detail

Certifications & Qualifications

• P & C Insurance Producer License

Industry Keywords

• Insurance Experience
• Account Management
• Client Communication
• Renewal Preparation
• Endorsement Tracking

Tools & Technologies

• Microsoft Excel
• Microsoft Outlook
• Internet Utilization