Tedford Insurance · 1 week ago
Assistant Account Manager
Jenks, OK
Full-time
Onsite
New Grad, Entry LevelTedford 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
Required
High School Diploma or equivalent required
Valid Drivers License required
Exceptional verbal written communication skills
Quality Management- demonstrates attention to details
Proficient in Outlook and Microsoft Office Suite
Proficient in typing and data entry
Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions
Advanced organizational skills required
New Hires that do not have a valid Oklahoma P&C Insurance License are required to take and pass within 90 days in order to retain employment
Outgoing, goal driven, and detail orientated
Preferred
Associate degree or higher preferred
Previous experience as an Assistant Account Manager at an Independent Insurance Agency preferred
Experience in a Commercial P&C Insurance Agency preferred
Benefits
401(k)
401(k) matching
Health insurance
Dental insurance
Vision insurance
Employee assistance program
Flexible spending account
Health savings account
Life insurance
Paid time off
Company
Tedford Insurance
Tedford Insurance is a company that delivers a wide selection of commercial, business, home and auto insurance solutions.
Founded in 1978
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gina Shumard
Executive Assistant to CEO, Mark Tedford
Mark A. Tedford
Partner
Company data provided by crunchbase