Commercial Lines Assistant Account Manager

INSURICA, Inc.; Oklahoma City (OK); On-site; USD 40,000 - 52,000; Full time

Job summary

INSURICA, Inc. in Oklahoma City is seeking a Commercial Assistant Account Manager to support the account management team. The role involves processing endorsements, invoices, certificates, and changes, and ensuring accurate data entry in automation systems to meet service standards.

The candidate should have insurance experience, a willingness to obtain a Property & Casualty license, and an associate degree. Strong PC skills, written and verbal communication, and confidentiality are essential.

Qualifications

• Property and Casualty license or willingness and ability to quickly obtain a 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.
• Process change confirmations.
• Assist with new and renewal business through application assembly and file setup.
• Invoice commercial premium transactions following procedures.
• Maintain client files on computer systems.

Skills

Underwriting concepts

PC skills

Verbal communication

Written communication

Interpersonal skills

Team collaboration

Confidentiality

Education

Associate degree

CISR designation

Property & Casualty license

Tools

Agency management system

Rating programs

Word processing

Job description

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 prospectsProcess endorsements, certificates, and invoices for all transactions as per instructions from theAccount Manager. Process change confirmationsAssist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standardsInvoice-assigned commercial premium transactions following agency procedures and guidelines.The process confirmed cancellationsMaintain working knowledge of all company change proceduresSupport the department with computer and word processing skills, including rating programs in our automation systemMaintain client files on computer systemsPerform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissionsParticipate in seminars and other training to maintain required licenses and for knowledge and skill developmentADDITIONAL 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:Property and Casualty license or willingness and ability to quickly obtain a preferredPrevious insurance experience preferredCISR designation preferredAssociate degree preferredKNOWLEDGE, SKILLS, AND ABILITIES:Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract dataIntermediate PC skills, with the ability to effectively utilize the agency's management systemsAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedRegular and punctual attendance is requiredAbility to communicate effectively, both verbally and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levelsAbility to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentialityWORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment