Commercial Lines Assistant Account Manager
On-siteOklahoma City, Oklahoma, United States
Oklahoma City, Oklahoma, United StatesOn-siteFull Time
Full Time
Job Summary
Process endorsements, certificates, and invoices for all transactions while assisting the department with new and renewal business through application assembly and proposal setup. Input correct information into automation systems to ensure quality and service standards, and maintain client files on computer systems. Perform prompt, courteous service to customers and prospects, including processing change confirmations and cancellations, while utilizing rating programs and adhering to agency procedures. Maintain working knowledge of change procedures and participate in training to keep required licenses current.
Required Qualifications
- Property and Casualty license or willingness and ability to quickly obtain a preferred
- Associate degree preferred
- Regular and punctual attendance
- Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
- Intermediate PC skills, with the ability to effectively utilize the agency's management systems
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Ability to communicate effectively, both verbally and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
- Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
- Ability to lift up to 20 pounds occasionally
- Requires operation of a computer workstation, including keyboard and video display
Desired Qualifications
- Previous insurance experience preferred
- CISR designation preferred
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