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Tedford Insurance · 1 week ago

Assistant Account Manager

Jenks, OK

Full-time

Onsite

New Grad, Entry Level

Tedford Insurance is offering a new opportunity for an Assistant Account Manager in their Commercial Lines Department. This role involves providing administrative and clerical support to the team while ensuring high standards of customer service and adherence to established procedures.

Auto InsuranceCommercial InsuranceInsuranceProperty Insurance

Responsibilities

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations

Provides administrative/clerical support to Account Management Associates and Specialists in obtaining, maintaining, and expanding business

Works closely with Director of Account Management, Producers and Agency personnel on all aspects of new business and renewals

Assists in the preparation of numerical and written data

Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary. Ensures the accuracy of data in those systems

Prepares reports for management as required or requested

Attends industry related continuing education training and courses

Backups other Assistants in Customer Service and Marketing as needed based on business needs

Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization

Qualification

Customer serviceMicrosoft Office SuiteData entryOrganizational skillsWorkflow managementInsurance knowledgeVerbal communicationWritten communicationAttention to detail