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Assistant Account Manager (CSR)

Harrison Gray Search & Consulting
McLean, VA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Harrison Gray Search has partnered with a top-notch Insurance Brokerage looking for an Assistant Account Manager (CSR). 

Job Description:

The Assistant Account Manager provides front line support to Account Executives and Account Managers in the daily service of account maintenance for client, carriers and internal processing, which includes excellent customer service, policy administration and information gathering. This person will also assist with the administration, reporting and processing of claims as well as coordinating with various carrier adjusters and agency personnel.

Roles and Responsibilities:

  • Provides administrative support to Account Executive and Account Manager

  • Provides exceptional customer service by communicating and responding to clients and

    carriers in a timely manner via phone or email

  • Responsible for general policy maintenance of accounts: internal and external file

    documentation of quotes, policies, endorsements, audits, cancellations, certificates of

    insurance, auto ID cards, input of policy data and billing

  • Assist in the Pre-Renewal process (30-60 days renewal letters, order loss runs, exposure

    workbooks, renewal applications, premium comparisons, create renewal proposals and sending automatic renewals)

  • Assist with New Business (ACORD forms, exposure workbooks, obtaining loss runs)

  • Follow-up with carriers for acknowledgment, status and potential escalation for

    pending claim

  • Navigation of carrier portals (retrieve loss runs, endorsements, billing, policies and

    manage policy discrepancies)

  • Complete the required training from Sahouri Academy

  • Enrich Sahouri Bank with learning outcome from each customer case


  • Minimum 1-3 years of customer service experience in the standard agency environment

  • Excellent verbal, written and communication skills

  • Excellent working knowledge of Microsoft Word, Excel, and PowerPoint.

  • Basic understanding of property & casualty renewal life cycle

  • Basic understanding of policy maintenance workflow

  • In-depth knowledge of billing and payment agency management systems

  • Self-motivated with the ability to work effectively as part of a team or on individually

    assigned tasks

  • The ability to work in a fast-paced environment where time-management and

    prioritization skills are essential

  • Insurance background preferred

  • P&C License required: Yes (Mandatory after 90 days from hire date)

  • Designation required: No, but required to obtain AINS or CISR designation during 2-year

    of employment period

  • Non-Client facing

  • Not required to handle a book of business

  • Arabic and/or French speaker preferred


Harrison Gray Search & Consulting

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