Assistant Account Manager - Commercial Lines jobs in United States
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Glatfelter Insurance Group ยท 1 day ago

Assistant Account Manager - Commercial Lines

Glatfelter Insurance Group is a leading managing general agency in the U.S. with a commitment to providing comprehensive insurance solutions. They are seeking an experienced Commercial Lines Assistant Account Manager to support the Commercial Lines team in servicing commercial clients and ensuring quality service delivery.

Financial ServicesInsurance
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Comp. & Benefits

Responsibilities

Collaborate with Account Managers and Account Executives to provide quality service to our clients
Utilize carrier websites to quote, rate, bind, and various other functions
Maintain accurate records and documentation within agency management system (Epic)
Issue Certificates of Insurance & Prepare Auto ID Cards
Accurately enter prospect and client data in applications
Process mid-year client change requests
Review all carrier issued documents for accuracy
Provide audit support
Compiling materials for client renewal presentations, including preparation of the agency proposal document
Perform administrative functions such as phone reception, scanning and processing mail as needed
Ensure compliance with company procedures and workflows
Other duties as required or assigned

Qualification

Commercial Lines insurancePA Property & Casualty licenseMicrosoft OfficeApplied EpicCustomer serviceProblem solvingCommunication skillsDetail orientedAdaptabilityTeamwork

Required

High School Diploma or equivalent required
Valid PA Property & Casualty license or must attain within three (3) months
Intermediate proficiency in Microsoft Office applications (Word, Outlook & Excel)
Must be able to communicate effectively both orally and in writing with internal and external customers including but not limited to underwriters, clients, marketing representative, and service team members
Must be capable of working independently under team concept with general supervision
Should possess the ability to plan & prioritize, be detail oriented and able to handle multiple tasks
Must possess problem solving capabilities
Must possess strong customer service skills
Should have the ability to adapt to changing and improving technologies, and able to function within various on-line company rating sites
Must possess a genuine willingness to learn, be intuitive, resourceful and coachable

Preferred

Some college coursework or a college degree preferred
Commercial Lines retail insurance agency experience preferred
Prior experience with Applied Epic or comparable agency management system preferred, but not required

Benefits

17 paid holidays, (which includes a personal holiday and mental health and wellness day)
A variety of leaves for personal, health, family, and volunteer needs
Tuition reimbursement program for eligible associates

Company

Glatfelter Insurance Group

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An Employee Owned company.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-09-21Acquired

Leadership Team

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Larissa Tosch
CIO and Executive Vice President of Client Service Operations
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Company data provided by crunchbase