Assistant Account Managers handle multifaceted clerical and administrative tasks for Account Managers and Sales Executives, and are constantly helping to coordinate a high-volume workload within a deadline-driven environment. Assistants have an unwavering commitment to customer service as they are regularly entrusted with a book of business shared with an Account Manager.
SKILLS AND ABILITIES
Professional demeanor, highly organized, problem solving ability, positive work ethic, good judgement, excellent communication skills, analytical skills, flexible, ability to recognize urgent needs, innate critical thinking, attention to detail
High school degree
Proficient in software applications commonly used in an office environment as well as ability to learn new applications.
General understanding of the Independent Insurance Agency system is expected; familiarity with Commercial Lines operations is helpful.
Current California Fire & Casualty license, or required within one year of becoming an Assistant Account Manager.
Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses.
No direct reports
This description is intended to describe the basic role and most commonly occurring duties. Other duties and special projects may also be assigned.
Our agency is committed to making Morris & Garritano a positive place to thrive and we are always open to meeting new talent. We pride ourselves on our customer service and seek out those who have a passion to better themselves and their career. We are a community of individuals who work together for the common goal to always be improving. If you are someone who values hard work, honesty, and knows when to have a little fun, we want to meet you!