Note: The job is a remote job and is open to candidates in USA. The TIZ Group is seeking an Assistant Account Manager to support insurance account operations. The role assists with managing an assigned book of business, responding to customer inquiries, processing policies, preparing insurance documentation, and maintaining accurate agency records.
Responsibilities
- Assist in supporting an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur
- Promptly respond to customer inquiries in a courteous, professional manner
- Ensure all new and renewal insurance policies are processed accurately and timely
- Execute any policy cancellations and reinstatements accurately and timely
- Prepare summaries of insurance accurately and within required timeframes
- Prepare and issue client certificates of insurance and policies binders in a timely manner
- Order and ensure timely receipt of loss runs and MVRs as directed
- Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate and up-to-date
Skills
- 1+ years' experience of broker or retail agency insurance
- Excellent administrative, multi-tasking, and organizational skills
- Customer service skills
- Outstanding verbal/written communication skills
- PC proficiency (Microsoft Teams, Word, Excel, Adobe Platform, APPLIED EPIC)
- Exceptional personal character
- Active licensing preferred (440 OR 220)
- College Diploma preferred
Benefits
- Bonus earning potential
- Company paid health insurance
- Paid time off for holidays, vacations, and sick time
- Opportunities for professional growth and career progression
- Company commitment to work/family life balance and community service
- Teammates who share your drive for excellence
Company Overview