Commercial Lines Assistant Account Manager — Client Service

Frank Balbo Trucking; Sandy (UT); On-site; USD 42,000 - 56,000; Full time

Job summary

Frank Balbo Trucking in Sandy, Utah is seeking an Assistant Account Manager to support Senior and Account Managers in processing delegated work, ensuring accurate servicing of client accounts and high-quality customer service.

You will maintain data in Applied EPIC, submit applications, review policies, issue certificates, process claims, and prepare proposals for new and renewed accounts. A strong attention to detail and licensing requirements are essential.

Qualifications

• High school diploma required; associate or bachelor's degree preferred.
• 2+ years of experience as an Account Assistant; 3 years preferred.
• Active Property and Casualty Broker/Agent license required.
• Strong organizational, decision-making, and customer service skills.
• Proficiency with Applied EPIC and Microsoft Office Suite.

Responsibilities

• Servicing and Customer Service
• Maintain accurate and current detail information in the Applied EPIC system.
• Submit applications to the market and follow up to ensure timely receipt of quotations.
• Review audits and policies.
• Order and issue binders and endorsements.
• Issue Certificates and Evidence of Insurance.
• Process incoming mail and phone requests, responding in a timely manner.
• Assist clients in submitting first reports of claims.
• Provide clients with invoicing and premium finance options.
• Prepare proposals for new and renewed accounts.
• Perform online rating of quotes.
• Maintain confidentiality and discretion at all times.
• Order and send loss runs as requested.
• Teamwork and cooperative attitude
• Assist in clearing backlog and completing projects as requested by the Account Manager.
• Pursue professional development through courses related to job functions and desired career growth.

Skills

Customer Service

Organization

Multitasking

Communication

Teamwork

Education

High school diploma

Associate or bachelor's degree preferred

Tools

Applied EPIC

Microsoft Office

Job description

Frank Balbo Trucking in Sandy, Utah is seeking an Assistant Account Manager to support Senior and Account Managers in processing delegated work, ensuring accurate servicing of client accounts and high-quality customer service.

You will maintain data in Applied EPIC, submit applications, review policies, issue certificates, process claims, and prepare proposals for new and renewed accounts. A strong attention to detail and licensing requirements are essential.