Insurance Account Assistant
job description
Our clients company specializes in providing a wide range of commercial, personal, and group &
individual benefit lines of insurance. They are currently seeking an Account Assistant to join their team.
As an Account Assistant, you will play a crucial role in ensuring customer satisfaction by efficiently and accurately processing service requests for our account management team and clients.
Job Responsibilities Prepare invoices and review/process endorsements
Conduct policy checking and issue binders and ID cards
Assist with prepping policies for delivery
Maintain accurate policy and insured information in our agency management system
Process requests such as certificates, endorsements, cancellations, and auto identification cards
Order loss runs and gather necessary materials for the pre-renewal process
Support Account Managers with tasks like policy checking and premium audits
Establish and maintain relationships with carrier representatives, clients, and coworkers
Respond to client and carrier requests via email, phone, electronic fax, and mail
Perform other duties as assigned by Team Lead and Account Manager
Qualifications Minimum of 1-year experience as an assistant account manager preferred
Ability to work in a team environment with a positive attitude
Knowledge of commercial insurance coverage and ability to communicate it clearly
Current Oregon property and casualty license required
Excellent customer service and interpersonal skills
Proficiency in MS Word, Excel, and Outlook
Conduct internet research when needed
Experience with Applied (preferred, but not mandatory)
Our client values teamwork, dedication, and the ability to deliver exceptional service to their clients. If you are a skilled Commercial Lines professional looking for a role that combines independence with team collaboration, and if you enjoy the challenge of growing and retaining a book of business, we encourage you to apply. Join a team that is committed to excellence and dedicated to meeting the diverse needs of its clients.