Commercial Lines Assistant Account Manager

PDCM Insurance Inc.; Las Vegas (NV); On-site; USD 40,000 - 70,000; Full time

Job summary

Join a dynamic and growing insurance agency as an Assistant Account Manager, where you'll play a pivotal role in supporting clients and enhancing office operations. This full-time position offers a chance to engage with clients, provide tailored insurance solutions, and contribute to a collaborative team environment. You'll be responsible for managing communications, preparing insurance proposals, and ensuring client satisfaction. This role is perfect for individuals eager to grow in the insurance industry while being part of a supportive and professional team dedicated to excellence and client service.

Benefits

Medical, Dental, and Vision Benefits

Flexible Spending Account (FSA)

Health Savings Account (HSA)

Company paid Short-Term Disability

Company paid Long-Term Disability

Company paid Group Term Life

Paid holidays

Personalized PTO

401(k) with employer match

Qualifications

• Experience in account management or administrative roles is essential.
• Must possess a Nevada Property & Casualty Insurance License.

Responsibilities

• Assist clients with coverage gaps and policy enhancements.
• Manage inbound communication and maintain office functionality.

Skills

Customer Service

Communication Skills

Problem-Solving

Organizational Skills

Team Collaboration

Education

Nevada Property & Casualty Insurance License

1+ years of experience in administrative/account management

Tools

Customer Relationship Management (CRM) systems

Microsoft Office Suite

Job description

About Capstone, A Division of Patriot Growth Insurance Services: Capstone Brokerage is a Risk Management, Insurance, and Employee Benefits Firm dedicated to exceeding the expectations of our clients. We operate our organization around a published set of core values: professionalism, empowerment, teamwork, accountability, and leadership. Our employees come to work every day excited to learn and take great pride in their work which translates into positive energy, accountability, and great customer service. Capstone is a proud partner agency of Patriot Growth Insurance Services.

Position Overview: The Assistant Account Manager serves as a key support role within the agency, ensuring seamless communication, efficient office operations, and excellent customer service. This position involves managing inbound communication, maintaining office functionality, handling administrative processes, and supporting the broader team to enhance productivity and client satisfaction.

Work Arrangement: This is a full-time position working in our office located in Las Vegas, NV.

Professional Responsibilities:

• Assist in providing proactive guidance and recommendations to clients regarding potential coverage gaps, policy enhancements, risk management, and cost-saving strategies to help meet their evolving insurance needs.
• Support the development of comprehensive and tailored insurance proposals for prospective clients, outlining coverage options, terms, and pricing based on their specific needs and requirements.
• Help present and explain insurance quotes to clients for new business opportunities and policy renewals, assisting in highlighting the benefits, terms, and conditions of the proposed coverage options.
• Prepare and issue insurance certificates as required by clients, ensuring accuracy and timely delivery of documentation.
• Assist with processing policy endorsements and modifications based on client requests or changes in coverage needs, ensuring policy accuracy and compliance.
• Respond to client emails and phone calls promptly, addressing inquiries and offering guidance to ensure client satisfaction and retention.
• Support clients with questions, concerns, and issues related to insurance policies, coverages, claims, and billing, providing clear explanations and guidance.
• Participate in marketing efforts to identify new business opportunities, including assisting with prospecting potential clients and attending industry events to support the expansion of the agency’s client base.
• Assist in reviewing insurance contracts and policy documents to ensure accuracy, compliance with regulatory requirements, and alignment with client expectations.
• Work closely with the accounting department to assist in the billing process, including generating invoices, verifying premium calculations, and resolving billing discrepancies.
• Support colleagues in the audit process, contributing to effective team collaboration.

Qualifications and Requirements:

• 1 or more years of experience in an administrative, account management, or related position.
• Nevada Property & Casualty Insurance License.
• Basic knowledge of commercial and personal lines insurance products, coverages, policies, and procedures.
• Provide empathetic and responsive assistance to clients and employees, proactively seeking opportunities to enhance the client experience.
• Ability to collaborate effectively within a team, sharing insights and contributing to team success.
• Strong written and verbal communication skills, with the ability to convey information clearly and transparently.
• Detail-oriented and organized with solid project management abilities.
• Strong problem-solving and critical thinking skills to assist in analyzing client needs and recommending solutions.
• Proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
• A commitment to staying updated on industry trends, regulations, and best practices.
• Maintain ethical standards and confidentiality when handling sensitive client and company information.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits, Flexible Spending Account (FSA), Health Savings Account (HSA), and Commuter Transit Programs.
• Company paid Short-Term Disability, Long-Term Disability, and Group Term Life.
• Company paid Employee Assistance Program.
• Paid holidays.
• Personalized PTO.
• 401(k) with employer match.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.