INSURICA ยท 5 months ago
Commercial Lines Assistant Account Manager
Tulsa, OK
Full-time
Onsite
Mid LevelINSURICA is seeking a Commercial Assistant Account Manager to assist with the service needs of customers and perform essential functions within the department. The role involves processing changes, rating, and ensuring accurate information is input into automation systems to meet quality and service standards.
CommunitiesFinancial ServicesInsurance
Responsibilities
Provide prompt, courteous, knowledgeable service to customers and prospects
Process endorsements, certificates, and invoice all transactions as per instructions from the Account Manager. Process change confirmations
Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards
Invoice-assigned commercial premium transactions following agency procedures and guidelines
The process confirmed cancellations
Maintain working knowledge of all company change procedures
Support the department with computer and word processing skills, including rating programs in our automation system
Maintain client files on computer systems
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Qualification
Required
Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data
Intermediate PC skills, with the ability to effectively utilize the agency's management systems
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Preferred
Property and Casualty license or willingness and ability to quickly obtain
Previous insurance experience
CISR designation
Associate degree
Company
INSURICA
INSURICA, is an independent insurance agency that specializes in core industries & business disciplines.
Founded in 1959
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Ross
Chairman & CEO
Recent News
The Journal Record
2025-12-19
EIN Presswire
2025-03-11
Arkansas Business
2023-11-20
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