Commercial Lines Assistant Account Manager
$15–$15 year
On-siteCharlotte, North Carolina, United States
Job Summary
Process transactions, correspondence, and documents for assigned accounts, including applications, billing, policies, certificates, endorsements, invoices, proposals, change requests, audits, and annual reviews. Generate renewal updates and maintain accurate suspense systems while navigating carrier websites to obtain necessary information. Provide quality customer service by fielding phone calls regarding coverage, changes, additions, payments, and cancellations. Input and maintain data on account management and ancillary systems, and provide mailroom and switchboard support as needed.
Required Qualifications
- At least one year of insurance experience
- High School diploma or equivalent
- Ability to obtain state insurance license
- P&C within 90 days of employment
- Exceptional written and verbal communication skills
- Superior customer service and problem-solving skills
- Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
- Detail-oriented self-starter
- Ability to work in a team environment
- Significant skill in handling competing demands and projects
- Excellent organizational skills and ability to prioritize and delegate responsibility
- 1-2 years of relevant experience
- No Travel Required
Desired Qualifications
- At least one year of insurance experience strongly preferred
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