Job Description

Job Title: Small Business Insurance Assistant Account Manager

Job Summary

Seeking a motivated and detail-orientedSmall Business Insurance Assistant Account Managerto support the management of small business insurance accounts. This role involves providing exceptional customer service administrative support and maintaining strong client relationships. A proven ability to organize multi-task and work effectively in a fast-paced industry is essential. This position offers an excellent opportunity for career growth within a collaborative and supportive team environment.

Responsibilities

• Assist Account Managers with the daily servicing of small business insurance accounts.
• Respond to client inquiries process policy renewals and handle updates promptly.
• Prepare and manage documentation including certificates of insurance invoices and policy summaries.
• Communicate with clients insurance carriers and internal teams to resolve issues and answer questions.
• Maintain accurate client files documents and records in the agency management system.
• Support the quoting process by coordinating and reviewing required information for new and renewal policies with carriers.
• Ensure compliance with industry standards policies and procedures.
• Identify and escalate potential client or account concerns to senior team members or leadership.
• Stay updated on industry trends regulations and insurance products to better assist clients and enhance team performance.

Qualifications/Requirements

• Associates or Bachelors degree in Business Finance Insurance or a related field or equivalent work experience.
• Minimum of 1-2 years of experience in insurance or customer service preferably in small business insurance.
• Proficiency in Microsoft Office Suite (Word Excel Outlook); experience with insurance agency management systems (e.g. AMS360 Applied Epic) is a plus.
• Active Property & Casualty Insurance License or ability to obtain one within a specified timeframe.
• Strong communication and interpersonal skills to engage professionally with clients and team members.
• Excellent organizational skills and a keen attention to detail.
• Ability to prioritize and manage multiple tasks effectively in a fast-paced environment.
• Self-motivated with a proactive approach to problem-solving and continuous improvement.

Offered Benefits

• Competitive compensation and benefits including health insurance retirement plans and opportunities for professional development.
• Supportive team environment focused on growth and career advancement.
• Opportunity to work directly with small business clients helping safeguard their futures while fostering peace of mind.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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