Summary
The Account Manager Assistant is responsible for assisting the Account Manager(s) with an emphasis on providing support to the Agency Operations Manager to ensure the quality and service standards developed by the agency are followed.

Essential Functions

• Assist in weekly review of aged receivables and prepare necessary past due letters.
• Process incoming policies and endorsements and client requested certificates of insurance, policy changes, cancellations and account balance status requests.
• Track & invoice fleet reporters.
• Prepare, organize, and print Client Service Guides as directed by Account Manager.
• Identify and acquire marketing resources.
• Coordinate, manage and complete special project assignments.
• Identify and review past due accounts and other accounting issues and confers with Account Managers and Account Executives.
• Facilitate client renewals as directed by the Account Manager.
• Perform other duties as requested.

Attributes of a Successful Applicant

• Outstanding communication skills (verbal and written) and the ability to understand and interpret abstract information. Self-starter who is imaginative and creative.
• Thorough understanding of commercial underwriting and coverage. Knowledge of rating procedures and industry operations desirable.
• Strong computer skills with an emphasis in MS Office, including Word, Excel and Outlook and experience using integrated database program such as The Agency Manager (TAM).
• Ability to work in fast-paced, multiple tasking environment.
• Property and Casualty License desirable.
• Minimum two years experience in similar position desirable.