Job Description

The Assistant Account Manager will assist with day-to-day servicing of assigned commercial book of business adhering to company standards and providing excellent customer service!

Duties and Responsibilities:

Perform various technical and administrative duties to include but not limited to faxing, filing, copying, editing, formatting, and creating insurance related documentation to be presented to insurance carriers, clients, and prospects, binding documents and proposals, review contracts and documents in conjunction with processing insurance certificates and corresponding via email and telephone with clients and carriers.

• Prepare, review and present various documentation for approval, including Certificates of Insurance, loss history requests, coverage inquiries, Bind Orders to carriers, Confirmations of Coverage, and Summaries of Coverage and other communications associated with the day-to-day servicing of an account.
• Assist in the renewal process for new and existing accounts.
• Once coverage is bound, prepare Confirmation of Coverage, follow up with carrier(s) for invoices/binders and prepare (ARF) for remittance to client(s).
• Diary for follow-up with companies for policy issuance and, in the event of multiple lines of like coverage, forward underlying policy copies to respective layers above.
• Create and maintain database and spreadsheet files.
• Attend meetings with clients and insurance carrier representatives as required.
• Maintain and build relationships with clients and insurance carrier representatives.
• Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s).
• Occasionally supervise delegate responsibilities to at least one subordinate (Technical Assistant or Account Administrator).
• Provide support, guidance, and training to other members of the Client Services Team as needed.
• Monitor performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate.
• Build a foundation of knowledge regarding the insurance industry in general, the specific coverage lines offered by the company, as well as the company’s traditional business practices and procedures.
• Perform certain overlapping duties associated with the Account Administrator and Technical Assistant position as needed.
• Perform other duties and projects as assigned by Management, President, or other Senior team members.

Qualifications

Education/Certifications:

• High school diploma required; undergraduate degree preferred.
• Possess and maintain a valid California Property and Casualty License.

Required Knowledge:

• Understanding of business service functions, insurance terminology and various lines of commercial insurance.
• Understanding of underwriting and rating principles.
• Demonstrated success in a customer service environment.

Experience Required:

• Three or more years of experience working in the California insurance industry.

Skills and Abilities Required:

• Technical: Intermediate to advanced-level proficiency with Microsoft 365 software including Excel, Word, Outlook, and PowerPoint.
• Experience using PC, printer, scanners, phones, and basic business equipment.
• Excellent customer service and listening skills and the ability to work effectively across all levels of the business organization (internal and external).
• Ability to understand and manage complex projects while working under tight schedules and deadlines.
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships.
• Excellent conflict resolution skills.
• High moral business ethics.
• Superior written/oral communication and interpersonal skills, developing constructive/cooperative working relationships with others striving for collaboration and demonstrating professionalism.
• Outstanding organizational and time management skills to successfully prioritize daily workload.
• Ability to maintain a positive, courteous, supportive attitude and professional image with all employees, clients, and vendors.
• Ability to work independently and within a team to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident & Critical Illness
• Hospital Indemnity
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Compensation: $70,000-$90,000 annually

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.