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Assistant Account Manager Commercial Insurance Jobs in Utah

ALKEME Insurance

Assistant Account Manager

Sandy, UT · On-site

Commercial Lines FLSA Status: Non-Exempt Job Purpose The Assistant Account Manager supports Senior ... Issue Certificates and Evidence of Insurance. * Process incoming mail and phone requests ...

ALKEME

Assistant Account Manager

Sandy, UT · On-site

Commercial Lines FLSA Status: Non-Exempt Job Purpose The Assistant Account Manager supports Senior ... Issue Certificates and Evidence of Insurance. * Process incoming mail and phone requests ...

ALKEME Insurance

Commercial Account Manager

Sandy, UT · On-site

Prepare summaries of insurance, schedules, and proposals. * Review audits of policies, verify ... * Assist clients in submitting first claims and follow up on claims status according to agency ...

Trucordia

Account Manager, Commercial Lines

Sandy, UT · On-site

Manage the placement of new and renewal accounts with carrier partners. * Assist with gathering ... Active P&C Insurance License or L&H Insurance License * Strong interpersonal and communication ...

Trucordia

Account Manager, Commercial Lines

Lindon, UT · On-site

Manage the placement of new and renewal accounts with carrier partners. * Assist with gathering ... Active P&C Insurance License or L&H Insurance License * Strong interpersonal and communication ...

ALKEME

Commercial Account Manager

Sandy, UT · On-site

Prepare summaries of insurance, schedules, and proposals. * Review audits of policies, verify ... * Assist clients in submitting first claims and follow up on claims status according to agency ...

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Assistant Account Manager Commercial Insurance information

What does an assistant account manager in commercial insurance do?

An Assistant Account Manager in Commercial Insurance supports account managers and brokers in servicing commercial insurance clients. Their responsibilities typically include preparing quotes, processing policy renewals and endorsements, handling client inquiries, and maintaining accurate records. They serve as a liaison between clients, insurance carriers, and the agency, ensuring clients' coverage needs are met efficiently. Strong organizational and communication skills are essential for this role.

What are the key skills and qualifications needed to thrive as an assistant account manager in commercial insurance?

To thrive as an Assistant Account Manager in Commercial Insurance, you need a solid understanding of insurance policies, risk assessment, and customer service, often supported by a relevant degree or insurance certifications such as CIC or CISR. Familiarity with agency management systems (like Applied Epic or AMS360), rating tools, and Microsoft Office is typically required. Strong organizational skills, attention to detail, and effective communication enable you to manage client accounts and support senior managers efficiently. These skills and qualities are crucial to ensuring accurate policy handling, excellent client service, and smooth team operations within a fast-paced insurance environment.

What are some common challenges faced by assistant account managers in commercial insurance and how can they be addressed?

Assistant Account Managers in Commercial Insurance often juggle multiple client accounts and deadlines simultaneously, which can be challenging when prioritizing tasks and managing client expectations. Effective time management, strong organizational skills, and clear communication with both clients and internal teams are essential to succeed in this role. Building strong relationships with underwriters and staying current with industry regulations also help ensure policies are processed accurately and efficiently. Many organizations provide training and mentorship opportunities to help new hires adapt quickly and grow in their careers.

What is the difference between Assistant Account Manager Commercial Insurance vs Commercial Insurance Agent?

AspectAssistant Account Manager Commercial InsuranceCommercial Insurance Agent
CredentialsTypically requires insurance licenses, some roles may need a bachelor's degreeRequires state insurance license; often similar educational background
Work EnvironmentSupports account managers, works in office or client meetingsWorks directly with clients, sales-focused, often in office or on-site
Employer & Industry UsageInsurance agencies, brokerages, and companiesInsurance agencies, brokerages, and independent agents
Search & Comparison IntentUnderstanding support roles in commercial insuranceSeeking sales or client acquisition roles in commercial insurance

In summary, Assistant Account Managers in Commercial Insurance primarily support account management tasks and client service, often working behind the scenes, while Commercial Insurance Agents focus on client acquisition and sales. Both roles require licensing and industry knowledge but differ in daily responsibilities and interaction levels.

What are popular job titles related to Assistant Account Manager Commercial Insurance jobs in Utah?

For Assistant Account Manager Commercial Insurance jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Assistant Account Manager Commercial Insurance jobs in Utah look for?

The top searched job categories for Assistant Account Manager Commercial Insurance jobs in Utah are:

What cities in Utah are hiring for Assistant Account Manager Commercial Insurance jobs?

Cities in Utah with the most Assistant Account Manager Commercial Insurance job openings:

Assistant Account Manager Commercial Insurance jobs near you

Assistant Account Manager

ALKEME Insurance

Sandy, UT • On-site

Full-time

Posted 12 days ago

Alkeme Insurance rating

8.6

Company rating: 8.6 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

93rd of 313 rated insurance

Job description

Job Description: Assistant Account Manager
Job Title: Assistant Account Manager
Location: The Hive – Sandy, UT 84070 (InsuranceOnline)
Reports to: SVP of Operations or Agency Leader
Department: Commercial Lines
FLSA Status: Non-Exempt
Job Purpose
The Assistant Account Manager supports Senior Account Managers and Account Managers by processing delegated work in accordance with agency procedures. This role ensures efficient and accurate servicing of client accounts, providing high-quality customer service, and contributing to the overall success of the commercial lines team.
Key Responsibilities
1. Servicing and Customer Service
  • Maintain accurate and current detail information in the Applied EPIC system.
  • Submit applications to the market and follow up to ensure timely receipt of quotations.
  • Review audits and policies.
  • Order and issue binders and endorsements.
  • Issue Certificates and Evidence of Insurance.
  • Process incoming mail and phone requests, responding in a timely manner.
  • Assist clients in submitting first reports of claims.
  • Provide clients with invoicing and premium finance options.
  • Prepare proposals for new and renewed accounts.
  • Perform online rating of quotes.
  • Maintain confidentiality and discretion at all times.
  • Order and send loss runs as requested.
2. Teamwork
  • Demonstrate a cooperative and professional attitude, adaptable to new or changing circumstances.
  • Provide backup support to other teams in the Commercial Division, front desk, or other areas as needed.
  • Assist in clearing backlog and completing projects as requested by the Account Manager.
  • 3.Personal and Organizational Development
  • Complete all required continuing education hours for state licensing.
  • Pursue professional development through courses related to job functions and desired career growth.
  • Set priorities and manage workflow to ensure efficient and accurate processing of tasks.
  • Maintain effective relationships with clients, co-workers, carriers, vendors, and other business contacts.
  • Stay informed on industry trends, product updates, legislation, coverages, and technology.
  • Communicate effectively and cooperatively to support agency business goals.
Qualifications
Education amp; Experience
  • High school diploma required; associate or bachelor’s degree preferred.
  • 2+ years of experience as an Account Assistant; 3 years preferred.
  • Active Property and Casualty Broker/Agent license required.
Knowledge, Skills amp; Abilities
  • Strong technical knowledge of insurance coverages and markets.
  • Ability to multitask in a complex environment with accuracy and efficiency.
  • Excellent organizational, decision-making, and customer service skills.
  • Proficiency with Applied EPIC and Microsoft Office Suite.
Working Conditions
  • Work is primarily office-based with extended periods of computer use.
  • Must be able to pull or lift up to 15 pounds at times.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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