Assistant Commercial Lines Account Manager

About UsGuy Hurley, LLC is a leading insurance agency based in Rochester Hills, Michigan, specializing in comprehensive insurance and bonding solutions for businesses and our personal lines clients. As insurance professionals, we are committed to helping people just like you find solutions for all your insurance needs. Once we understand your policy needs and goals, we'll work to develop a program tailored to you. Today's environment can bring concerns, and even, dangers. That's why we work closely with our clients to anticipate these challenges and address them before they happen. Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have questions about which insurance policies are right for you, sound decisions are vital in helping you pursue your goals and protect your future. For many, understanding every aspect of the insurance space can be daunting.We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need.Assistant Commercial Lines Account ManagerJob Summary:Under the direction of the Client Service Manager, the Assistant Commercial Lines Account Manager performs a variety of essential tasks for the Property & Casualty Department to ensure clients receive prompt, accurate and professional service. Duties include processing insurance policies for certain coverage lines, maintain files, preparing vehicle ID cards, and providing general office assistance including data input, copying, mail processing, phone duties, and completing special projects as assigned. Principal Duties & Responsibilities:Processes all endorsements to policies and maintains AMS follow-up list for endorsements. Prepares Spreadsheets for Renewals.Prepares, prints, and mails vehicle ID cards. Handles small commercial accounts as assigned by the Account Manager by providing quotes to clients, binding coverage when applicable, setting up and maintaining files, informing Account Executive of renewals.Contacts clients in order to clarify or acquire necessary information.Maintains updated follow-up list. Creates and maintains policy detail in AMS360 (including General Liability, Auto Liability, Worker's Compensation, Property, Package Policy, and the like).Processes OCP's and RRP's.Processes Audits.Processes Renewal Information requests to clients.Processes Renewal Certificates.Processes policy changes, as requested by Account Manager.Performs administrative/clerical duties as assigned including filing, copying, processing mail, creating spreadsheets, etc. Provides front office reception and telephone coverage assistance as required.Completes special project assignments and position related tasks as assigned by Account Executive or Account Manager.Maintains the confidentiality of all client and organizational data.Demonstrates integrity and honesty and a positive attitude toward clients, other staff, management, and business contacts in performing the duties and responsibilities of the position.Performs other duties as assigned.Knowledge, Skills & Abilities:High School Diploma requiredPossession of an active and valid State of Michigan Property & Casualty Insurance Agent LicenseMinimum of 1 year of commercial insurance business experience requiredComputer skills necessary to maintain various records and prepare reports; familiarity with the use of general office equipmentProficiency with MS Office Suite requiredAMS360 and ImageRight experience desired; will consider experience with related agency management systemsKnowledge and understanding of generally accepted office proceduresGood organization and time management skills are required to successfully perform the duties of this positionInterpersonal skills necessary to communicate effectively with a wide variety of business associates including clients, all levels of staff, Insurance companies, etc. in the exchange of information and resolution of outstanding issuesPhysical ability to sit for prolonged periods of time at the computerMental ability to handle pressures related to meeting deadlines, multi-tasking, and maintaining accurate and detailed recordsWorking Environment:Normal office environment with little, if any, discomfort due to heat, dust, noise, and the like. Evening or weekend work hours may be occasionally required.Hours: Monday-Friday, 8:30am-5:00pm (Flexible Work Hours and Hybrid Work Schedule)Office Location: 989 East South Boulevard, Suite 200, Rochester Hills, MI 48307Benefits:Competitive CompensationHealth Insurance Plans (PPO, HSA, Copay Options)Dental InsuranceVision InsuranceCompany Paid Disability InsuranceSupplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance401(k) with Safe Harbor MatchPaid Time Off Paid HolidaysNo Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Created: 2025-01-23