Growth-Driven Commercial Insurance Assistant

SAFEPRO Insurance Services; Atlanta (GA); Presencial; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Paid holidays

Vacation time

Professional development opportunities

Descripción de la vacante

SAFEPRO Insurance Services is seeking an organized Assistant Account Manager to support its account management team. The role involves hands-on commercial insurance servicing, policy documentation, renewal preparation, and communications with carriers.

You will assist with renewal prep, request underwriting information, and prepare COIs, while maintaining meticulous files and meeting submission deadlines. Knowledge of P&C insurance and licensing requirements is expected.

Formación

• Previous insurance, administrative, or customer service experience preferred.
• Strong organizational skills and attention to detail.
• Good written and verbal communication skills.
• Comfortable with agency management systems and carrier portals.
• Willingness to develop knowledge of commercial P&C insurance.
• State licensing required for activities that legally require a license.

Responsabilidades

• Assist account managers with renewal preparation and routine policy servicing.
• Request and organize underwriting information from clients.
• Prepare certificates of insurance and process service requests under established procedures.
• Follow up with carriers regarding outstanding endorsements and policy documents.
• Maintain accurate electronic files and update account information.
• Track renewal dates and help ensure submissions are completed on schedule.
• Communicate with clients and internal team members regarding outstanding documentation.

Conocimientos

Organizational skills

Communication skills

Insurance experience

Herramientas

Agency management systems

Carrier portals

Descripción del empleo

SAFEPRO Insurance Services is seeking an organized Assistant Account Manager to support its account management team. The role involves hands-on commercial insurance servicing, policy documentation, renewal preparation, and communications with carriers.

You will assist with renewal prep, request underwriting information, and prepare COIs, while maintaining meticulous files and meeting submission deadlines. Knowledge of P&C insurance and licensing requirements is expected.