[Remote] Commercial Lines Assistant Account Manager

Note: The job is a remote job and is open to candidates in USA. The Liberty Company Insurance Brokers, LLC is a recognized top insurance employer that values a people-first approach. They are seeking an exceptional Assistant Account Manager for their Commercial Lines department to provide accurate and courteous service to clients and support account management tasks.

Responsibilities

• Work under the supervision of Dept Lead and/or Account Executive for guidance and training on all Account Manager responsibilities
• At the direction of the Account Executive and/or Account Manager, prepare company submissions for new/renewal business, market as appropriate and prepare proposals
• Prepare all change requests and review policies for accuracy
• Set up and prepare new account files in AMS360 or Epic per agency procedures
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures
• Respond to all carrier memos and process any necessary updates as directed
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders
• Mail policies and related documents to insureds as needed
• Keep Account Executives and/or Account Managers fully informed of all important activities on their accounts
• Service Company and clients in a manner to avoid potential exposure to E&O claims
• Alert management of incidents that may require management assistance or approval
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360 or Epic
• Utilize AMS360 suspense system to follow up on outstanding items in a timely manner to avoid overdue situations
• Prioritize workload and request assistance as necessary to reduce backlog
• Participate with management and other departments/personnel on special projects and other duties as needed
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars
• Participate in seminars and classes for skill and knowledge development

Skills

• Education requirement: High school diploma or equivalent is required
• Active DOI P&C License required
• Knowledge of AMS360 or Epic or similar agency management system
• Good listening skills, attention to detail, and a positive attitude are essential
• Knowledge of commercial insurance and products

Benefits

• Competitive pay
• Comprehensive benefits
• Generous PTO and holidays
• Continued education
• Wellness-focused programs designed to help you bring your best self to work

Company Overview