Personal Lines Assistant Account Manager
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Job Location:
Scarsdale, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
About Us
Advocate Brokerage Corp. is a boutique insurance agency specializing in personal lines for high-
value and discerning clients. We are committed to providing accurate timely and client-focused
insurance solutions. Our Personal Lines Servicing Unit plays a critical role in ensuring client
satisfaction and maintaining the agencys reputation for excellence.
Position Summary
The Personal Lines Assistant Account Manager is responsible for supporting the personal
lines team in delivering exceptional service to clients. This role may work independently or
collaboratively with Account Managers and the Personal Lines Manager to generate accurate
endorsements insurance documentation and timely responses to clients and third attention to detail and adherence to agency workflows are essential for success in this
position.
Key Duties and Responsibilities
Collaborate with the personal lines team to meet time-sensitive goals set by Account
Managers and the Personal Lines Manager.
Maintain client activity in the agency automation system and ensure all open suspense
items are up to date.
Provide timely responses for client-related actions and inquiries.
Prepare accurate endorsement quotes issue endorsements and follow up to verify
completion.
Generate evidences of insurance and insurance ID cards for auto and home mortgagee
changes.
Stay current on coverage options policy forms and company rating tools to effectively
support Account Managers.
Participate in continuing education and training as requested.
Provide backup support at the reception desk as needed.
Perform other job responsibilities as assigned.
Required Qualifications
Prior experience in a Personal Lines insurance agency.
Excellent verbal and written communication skills.
Active Property and Casualty license.
Ability to prioritize and manage multiple tasks in a high-volume environment.
Strong interpersonal skills and ability to work collaboratively with Qualifications
value and discerning clients. We are committed to providing accurate timely and client-focused
insurance solutions. Our Personal Lines Servicing Unit plays a critical role in ensuring client
satisfaction and maintaining the agencys reputation for excellence.
Position Summary
The Personal Lines Assistant Account Manager is responsible for supporting the personal
lines team in delivering exceptional service to clients. This role may work independently or
collaboratively with Account Managers and the Personal Lines Manager to generate accurate
endorsements insurance documentation and timely responses to clients and third attention to detail and adherence to agency workflows are essential for success in this
position.
Key Duties and Responsibilities
Collaborate with the personal lines team to meet time-sensitive goals set by Account
Managers and the Personal Lines Manager.
Maintain client activity in the agency automation system and ensure all open suspense
items are up to date.
Provide timely responses for client-related actions and inquiries.
Prepare accurate endorsement quotes issue endorsements and follow up to verify
completion.
Generate evidences of insurance and insurance ID cards for auto and home mortgagee
changes.
Stay current on coverage options policy forms and company rating tools to effectively
support Account Managers.
Participate in continuing education and training as requested.
Provide backup support at the reception desk as needed.
Perform other job responsibilities as assigned.
Required Qualifications
Prior experience in a Personal Lines insurance agency.
Excellent verbal and written communication skills.
Active Property and Casualty license.
Ability to prioritize and manage multiple tasks in a high-volume environment.
Strong interpersonal skills and ability to work collaboratively with Qualifications
Experience with AMS360 management system.
Familiarity with management and quoting systems for the company partners represented
by Advocate Brokerage Corp.
Proficiency in Microsoft Word Excel PowerPoint and internet-based tools.
Why Join Advocate Brokerage Corp.
Opportunity to work in a client-focused high-performing team.
Exposure to diverse personal lines insurance products and processes.
Professional growth and development opportunities.
Competitive compensation and benefits package.
Familiarity with management and quoting systems for the company partners represented
by Advocate Brokerage Corp.
Proficiency in Microsoft Word Excel PowerPoint and internet-based tools.
Why Join Advocate Brokerage Corp.
Opportunity to work in a client-focused high-performing team.
Exposure to diverse personal lines insurance products and processes.
Professional growth and development opportunities.
Competitive compensation and benefits package.
Key Skills
- Administration
- Facilities Management
- Advocacy
- Aerospace
- Cloud Computing
- Back Office
