Commercial Lines Assistant Account Manager

Insurica; Houston (TX); On-site; USD 49,000 - 60,000; Full time

Job summary

Insurica in Houston, TX seeks a Commercial Assistant Account Manager to support the account team with endorsements, certificates, invoices, and renewals. You will input data accurately into the agency systems and help meet service standards for customers and prospects.

The role requires a 2 Year Degree, a Property and Casualty license or willingness to obtain one, and preferably CISR designation or prior insurance experience.

Qualifications

• Property and Casualty license or willingness to quickly obtain one.
• Previous insurance experience preferred.
• CISR designation preferred.
• Associate degree preferred.

Responsibilities

• Provide prompt, courteous, knowledgeable service to customers and prospects.
• Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager.
• Process change confirmations.
• Assist the department in processing new and renewal business, as requested, through application assembly and file setup.
• Invoice—assigned commercial premium transactions following agency procedures.
• Process confirmed cancellations and maintain client files on computer systems.
• Support the department with PC skills and rating programs in our automation system.
• Maintain knowledge of company change procedures and adhere to policies.
• Participate in seminars and training to maintain required licenses and knowledge.

Skills

Insurance experience

Education

Property and Casualty license or willingness to obtain

CISR designation preferred

Associate degree preferred

Job description

Job Details: Job Location: Houston Branch - Houston, TX 77070, Position Type: Full Time, Education Level: 2 Year Degree, Salary Range: $48,524.00 - $60,000.00 Salary, Travel Percentage: None, Job Shift: Day, Job Category: Commercial Lines Support, SUMMARY:

The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and ensuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

ESSENTIAL FUNCTIONS:

• Provide prompt, courteous, knowledgeable service to customers and prospects
• Process endorsements, certificates, and invoices for all transactions as per instructions from the
• Account Manager. Process change confirmations
• Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards
• Invoice-assigned commercial premium transactions following agency procedures and guidelines.
• The process confirmed cancellations
• Maintain working knowledge of all company change procedures
• Support the department with computer and word processing skills, including rating programs in our automation system
• Maintain client files on computer systems
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development

ADDITIONAL RESPONSIBILITIES:

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

Qualifications: QUALIFICATIONS:

• Property and Casualty license or willingness and ability to quickly obtain a preferred
• Previous insurance experience preferred
• CISR designation preferred
• Associate degree preferred

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
• Intermediate PC skills, with the ability to effectively utilize the agency's management systems
• Ability to work within a fast-paced, changing priority environment
• Self-motivated, with the initiative to prioritize and be self-directed
• Regular and punctual attendance is required
• Ability to communicate effectively, both verbally and in writing
• Excellent interpersonal skills, with the ability to interact effective with both colleagues and managers, across all levels
• Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
• Ability to successfully adhere to company policies and procedures, as well as maintain strict confidential

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

• Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
• Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
• Ability to lift up to 20 pounds occasionally
• Requires operation of a computer workstation, including keyboard and video display
• All requirements may be modified to reasonably accommodate physical or mental impairment