Commercial Lines Assistant Account Manager

The Assistant Account Manager assists in the day-to-day servicing of commercial lines faith based and nonprofit organizations. The position supports one or more Account Managers or sales management on their book of new and renewal business by handling first level processing and maintenance of exceptional customer relations with the clients, insurance companies, and other third parties.

Duties/Responsibilities

• Prepare submission material on all renewal accounts that need remarketing.
• Track expiration listing and independently initiate renewal process with both the carrier and client.
• Prepare renewal applications for client completion via our third-party application platform, manage communication with the client throughout the process of completion.
• Manage carrier and insured communications throughout renewal process.
• Initiate endorsement requests in operating system and submit to carriers.
• Handle questions, research and resolve problems.
• Interact with carriers and internal/external customers to ensure delivery of exceptional Customer service and adherence to policies and procedures.
• Follow up on receipt of loss runs and loss run recommendations, interpreting reports and explaining to insured as needed.
• Conduct negotiations with underwriters regarding policy premiums.
• Engage with underwriters to clarify or challenge information that is incomplete or inconsistent with established knowledge and coverage requirements.
• Prepare executive summaries and various renewal documents for presentation to clients.
• Work in a team environment on a specified book of business.
• Perform other duties as may be required or assigned.

Required Skills/Abilities:

• Bachelor's degree in a business-related program or equivalent experience in the insurance industry
• Proven experience in commercial lines property & casualty account servicing preferred
• A valid resident Property & Casualty insurance license is required
• Proficiency in the use of Microsoft Office Suite
• Knowledge of, or the ability to learn, Applied EPIC.
• Proactive and eager to gain expertise, market knowledge, and drive to deliver exceptional service
• Knowledge of insurance regulations, industry standards, and compliance best practices.
• Ability to multitask and juggle several responsibilities simultaneously while meeting deadlines.
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Ability to work in a team environment, with a positive attitude, and willingness to help others.
• Able to work under pressure and time constraints in a fast paced environment

Benefits

• Salary: $55,000-$65,000 annually
• Health insurance, vision, dental, life insurance, and more.
• PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
• A casual office environment with a dedicated and professional team.
• In office, hybrid opportunities in Wilson, NC.
• Remote opportunities in FL, NC

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 403(b)
• Dental insurance
• Health insurance
• Paid time off

Education:

• Associate (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Wilson, NC 27896