Assistant Account Manager - Insurance

Company: World Insurance Associates, LLC.
Location: Lacey
Posted on: May 25, 2023

Job Description:

Position OverviewThis position supports the Account / Client service team in a fast-paced, rapidly growing insurance practice with responsibilities related to client management and retention. -Primary Responsibilities

• Assist Account Executive in managing a book of -Insurance business, ensuring all required tasks are completed accurately and on-time
• Grow client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
• Support the team in handling renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, and all related procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information
• -Qualifications
  • Must have prior Insurance Agency support experience
  • Relevant state Insurance License required, or agreement /commitment to obtain within 3-6 months of employment
  • Valid driver's license and insurance, required
  • Applied/EPIC or similar agency management software experience preferred
  • Must have a friendly, outgoing, service oriented customer focus
  • Must possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
  • Able to work independently and enjoy a high degree of interaction with team members
  • Must be self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
  • Ability to maintain a professional demeanor and positive attitude -Equal Employment OpportunityWe celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.Powered by JazzHR

Keywords: World Insurance Associates, LLC., Lacey , Assistant Account Manager - Insurance, Executive , Lacey, Washington