Assistant Account Manager

About the CompanyWith five decades of experience, AssetSure specializes in addressing the distinct needs of private clients, family offices, and businesses owned privately and through private equity ownership. AssetSure is a licensed producer/broker of Property & Casualty Insurance in all states (US). The staff is comprised of professionals with backgrounds in insurance including claims, underwriting, brokerage, accounting, compliance, and marketing.About the JobThe client base is comprised of privately owned businesses and individuals and families. AssetSure has a growing number of Center of Influence ("COI") relationships. The Assistant Account Manager has accountability to certain client segment(s) in assisting Account Managers and Account Executives. Candidates for the position of Assistant Account Manager must have a penchant for supporting the work product of a team, enjoy building relationships, empathetically navigate conversations, and bring solutions. A positive outlook brings an important contribution to promoting the agency's brand while delivering value in accordance with AssetSure brand pillars. The Assistant Account Manager is part of the Personal Insurance team and will report directly to the Personal Insurance Practice Leader at AssetSure and works closely with AssetSure teams in delivering to clients a concierge level of service while combining a holistic approach and industry expertise, in the following areas: Personal Insurance sales and retention (Personal Lines) includes homeowners, automobile liability, valuable articles, umbrella liability and other personal insurance lines of coverage.ResponsibilitiesConsult with AssetSure staff through phone calls and online meetings.Answer and direct phone and email communication for the agency with documentation in Agency Management/Customer Relationship Manager systems (AMS).Promote consistent communication with clients, insurance carriers and third parties in accordance with AssetSure brand pillars including use of published email and letter templates for correspondence and through phone calls.Consistently meet service standards, exercising a disciplined approach to following agency protocols and workflows, and maintain current, daily use of AMS. Attach documents in accordance with protocols and workflows.Timely response to new business assignments, renewal business assignments and mid-term business assignments that are designated AMS actions. Some examples of Assistant Account Manager work assignments include rating in carrier systems, preparation of ACORD forms and other underwriting information, following up on endorsements and invoicing, payment, and cancellation status, sending endorsements, certificates and other evidence of insurance, binders, and policy documents to clients, preparing and sending proposals and summaries of insurance.Timely response to claims correspondences including receiving claims information, filing claims with insurance carriers, and following up for status with ongoing AMS documentation.Build and maintain positive working relationships with HIGC staff. Required SkillsHigh School diploma or equivalent. Requires Property & Casualty producer license and experience as Property & CasualtyCustomer Service Representative and/or Account Management.Requires time management, self-motivation, and sound decision making.Requires excellent written and verbal communication skills.Ability to work effectively in a team environment. Competence with Microsoft Office Suite Applications and Google Workspace

Created: 2025-02-23