GED Full Job Description Job Description:

Assistant Account Manager Job Title:

Assistant Account Manager Location:

The Hive - Sandy, UT 84070 (InsuranceOnline) Reports to:

SVP of Operations or Agency Leader Department:

Commercial Lines FLSA Status:

Non-Exempt Job Purpose The Assistant Account Manager supports Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures. This role ensures efficient and accurate servicing of client accounts, providing high-quality customer service, and contributing to the overall success of the commercial lines team. Key Responsibilities 1. 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. 2. Teamwork Demonstrate a cooperative and professional attitude, adaptable to new or changing circumstances. Provide backup support to other teams in the Commercial Division, front desk, or other areas as needed. Assist in clearing backlog and completing projects as requested by the Account Manager. 3.Personal and Organizational Development Complete all required continuing education hours for state licensing. Pursue professional development through courses related to job functions and desired career growth. Set priorities and manage workflow to ensure efficient and accurate processing of tasks. Maintain effective relationships with clients, co-workers, carriers, vendors, and other business contacts. Stay informed on industry trends, product updates, legislation, coverages, and technology. Communicate effectively and cooperatively to support agency business goals. 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