The Role
Assist Account Managers in servicing commercial lines clients, handling renewals, managing communications, and ensuring customer satisfaction while performing administrative tasks.
Summary Generated by Built In
The Assistant Account Manager assists in the day-to-day servicing of commercial lines clients. The position supports one or more Account Managers on their book of new and renewal business by handling first level processing and maintenance of exceptional customer relations with the clients, insurance companies, and other third parties.
Duties/Responsibilities
Required Skills/Abilities:
Duties/Responsibilities
- Prepare submission material on all renewal accounts that need remarketing.
- Track expiration listing and independently initiate renewal process with both the carrier and client.
- Prepare renewal applications for client completion via our third-party application platform, manage communication with the client throughout the process of completion.
- Manage carrier and insured communications throughout renewal process.
- Initiate endorsement requests in operating system and submit to carriers.
- Handle questions, research and resolve problems.
- Interact with carriers and internal/external customers to ensure delivery of exceptional Customer service and adherence to policies and procedures.
- Follow up on receipt of loss runs and loss run recommendations, interpreting reports and explaining to insured as needed.
- Conduct negotiations with underwriters regarding policy premiums.
- Engage with underwriters to clarify or challenge information that is incomplete or inconsistent with established knowledge and coverage requirements.
- Prepare executive summaries and various renewal documents for presentation to clients.
- Work in a team environment on a specified book of business.
- Perform other duties as may be required or assigned.
Required Skills/Abilities:
- Bachelor's degree in a business-related program or equivalent experience in the insurance industry
- Proven experience in commercial lines property & casualty account servicing preferred
- A valid resident Property & Casualty insurance license is required
- Proficiency in the use of Microsoft Office Suite
- Knowledge of, or the ability to learn, AMS360 and ImageRight.
- Proactive and eager to gain expertise, market knowledge, and drive to deliver exceptional service
- Knowledge of insurance regulations, industry standards, and compliance best practices.
- Ability to multitask and juggle several responsibilities simultaneously while meeting deadlines.
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to work in a team environment, with a positive attitude, and willingness to help others.
- Able to work under pressure and time constraints in a fast paced environment
- Salary: $60,000-$75,000 annually.
- Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families.
- 401K with employer matching.
- PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time.
- A casual office environment with a dedicated and professional team.
- Hybrid opportunities in Tampa, FL and Berwyn, PA.
- Remote opportunities in DE, FL, LA, NJ, PA, SC, TX
Top Skills
Ams360
Imageright
Microsoft Office Suite
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The Company
What We Do
Since 1959, Sovereign Insurance Group's goal has been creating partnerships by aligning our market knowledge with your objectives to protect your most valuable assets. The result is rethinking your expectations of what is possible. Our specialists are seasoned professionals devoted to innovative solutions for their clients. Our team constantly seeks to understand issues related to target industries and have the expertise, market knowledge, and drive to deliver high quality results.
