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Assistant Insurance Account Manager

BD Capital Partners LLC

Assistant Insurance Account Manager

Sacramento, CA
Full Time
Paid
  • Responsibilities

    Insurance Agency located in Sacramento, California is seeking an outgoing, career-oriented professional to join their team as an Insurance Agency Assistant Account Manager. The Assistant Account Manager role is a great opportunity for someone with 1-2 years of administrative support experience looking to learn and gain valuable experience in the insurance industry. This position will provide exposure to commercial property & casualty, personal, and life & health insurance and offers an excellent training opportunity for those interested in a long-term career in the insurance industry.

    Responsibilities and Duties

    Work closely with Account Managers in the processing of client documents

    Answer inbound phone calls; evaluate the need and either address the concern or transfer to the appropriate party

    Assist Account Managers with:

    marketing and placement of accounts, and with the preparation of proposals

    checking policies and completion of electronic file documentation in agency management system

    issuing basic Certificates of Insurance and Evidence of Insurance

    ordering loss history, experience modification worksheets

    • Perform additional assigned duties as necessary.

    Qualifications and Skills

    GED/High School Diploma required. Bachelor’s degree or equivalent work experience preferred.

    Previous administrative experience preferred.

    Proficiency in the use of Microsoft Word, Excel, and Outlook email and calendar.

    Fluency with Applied Epic Managment System preferred.

    Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required.

    Must be results-oriented with the ability to change priorities as needed.

    Must have above-average verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.

    Demonstrated ability to respond to phone inquiries in a courteous and professional manner.

    Strong attention to detail and a high degree of accuracy in data entry required.

    As an Agent Team Member, you will receive:

    Salary

    Health benefits

    401(k) Plan

    Growth potential/Opportunity for advancement within my office