Commercial Lines Assistant Account Manager

INSURICA, Inc.; San Antonio (TX); Hybrid; USD 48,000 - 75,000; Full time

Job summary

INSURICA, Inc. in San Antonio, TX is seeking a Commercial Assistant Account Manager to support the Commercial Lines team by processing changes, endorsements, invoices, and renewals, and by helping assemble proposals and files.

The role emphasizes accuracy, strong customer service, and the ability to work in a fast-paced, team environment; familiarity with rating systems and agency software is a plus; P&C license or pursuit is preferred.

Qualifications

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

Responsibilities

• Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager.
• Process change confirmations and maintain client files; input data accurately into automation systems.
• Assist with processing new and renewal business, including application assembly and proposals.
• Invoice-commercial premium transactions following agency procedures and guidelines.
• Handle cancellations and maintain knowledge of change procedures.
• Provide prompt, courteous service to customers and prospects; support team with rating programs.

Skills

Property & Casualty license

CISR designation

Insurance experience

Interpersonal skills

Communication skills

PC skills

Self-motivation

Confidentiality

Teamwork

Education

Associate degree

Tools

Automation systems management

Rating programs

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