Assistant Account Manager

Swingle Collins & Associates is seeking high-achieving, detail oriented Assistant Account Managers to join our Agency in the Commercial line of business. If you are an individual that understands the importance of customer service, team, and knowledge; as well as value the ability of acting with agility and flexibility as we grow our independent organization, we are interested in learning more about your background!

Requirements

  • A minimum of 3 years as an Assistant Account Manager, along with understanding of Commercial Property & Casualty insurance coverages, underwriting and rating concepts.
  • Hands on experience – Applied Epic agency management system or similar insurance management system
  • Proficiency in MS Office
  • High School Graduate (College degree – preferred or related work related experience)
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

You will be working with the following Activities in our Insurance Agency Management System:

  • Change Requests – including follow-up to Carriers
  • Endorsement Checking & Processing & updating Service Summary Row
  • Process Cancellation & Reinstatement (once policy is cancelled)
  • Audit
  • Invoicing
  • Check Request
  • Auto ID Cards
  • Summary of Insurance
  • Client Portal/Client access
  • Policy Checking including Delivery
  • Importing & Exporting Lists
  • Billing Issues
  • Loss Run Request

In addition, Sr. Assistant Account Managers will also work with additional Activities in our Insurance Agency Management System:

  • Adding or Endorsing to Add Policy Line
  • Changing Effective & Expiration Dates and Service Summary Row
  • Set up Certificates – New and Renewal
  • Renewal Workflow Not Marketed
  • Flood – Renewals
  • Bonds – Renewals
  • Finance Agreements
  • Cancellation – LPR
  • Setup Renewal Activities for Account Managers
  • Request Renewal Applications from Carrier & Clients

*This position also has Mastery of the Services activity skills as well

Benefits:

  • Comprehensive Company health insurance (Company pays health premium for employee)
  • 401K plan with a discretionary company match
  • Paid Time Off
  • Training CE classes on and off site

If you are interested in discussing a future opportunity or possibly a different type of role, we welcome a connection to learn more about your background!

 

 

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