JOB TITLE: Assistant Account Manager

FUNCTION:   The Assistant Customer Service Representative provides administrative, customer, and account support to the Lead Account Managers and their teams.

REPORTING TO:  Lead Account Manager

KEY ACTIVITIES:

• Visualize, fulfill, and implement the company mission, vision, and values;
• Provide administrative support to Lead Account Manager and team members to maximize service to customers, vendors and internal partners;
• Prepare and review insurance applications with accuracy;
• Interface with Lead Account Manager and other team members to resolve application discrepancies and errors;
• Perform accurate data entry and retrieval;
• Respond quickly to policy service requests from Lead Account manager and team, underwriters, agents and/or brokers for multiple lines of business and companies;
• Adhere to Company policies, procedures, and values as outlined in the Employee Handbook; and
• Additional duties as assigned.

KNOWLEDGE AND SKILLS:

• Dependable and punctual, able to excel with minimal supervision;
• Excellent communication skills (both written and oral) as well as strong interpersonal and relationship building skills;
• Strong computer proficiency with a working knowledge of Microsoft Office products;
• Accurate and efficient data entry/ten key;
• Highly organized and detail oriented;
• High level of professionalism and personal responsibility;

• Sound process orientation: Able to consistently adhere to defined processes and procedures;

• Knowledge of the insurance industry and its products and services, a plus.

EDUCATION/EXPERIENCE:

• Consistent history of exceptional professional progress and performance;
• Experience or familiarity with employee/corporate benefits (preferred)

PHYSICAL REQUIREMENTS:

• Light: exerting up to 15 lbs. of force occasionally;

• Sitting at a desk/workstation for extended periods of time;
• Repetitive motion associated with operating various types of office equipment;
• Inside climate-controlled office.