Assistant Account Manager (CSR)
- Expired: over a month ago. Applications are no longer accepted.
Harrison Gray Search has partnered with a top-notch Insurance Brokerage looking for an Assistant Account Manager (CSR).
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
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
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
Not required to handle a book of business
Arabic and/or French speaker preferred
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