Capstone Search Group
Assistant Account Manager – Commercial Lines
Capstone Search Group, Mount Bethel, Pennsylvania, United States, 18343
About the Role
This is an opportunity to join a regional insurance agency that is experiencing growth and needing capable individuals to come in and make an immediate impact in a client service capacity for their commercial lines department. They are ideally seeking qualified candidates who know commercial line property and casualty products and services, have great organizational skills, and can help provide world class service to their client base. Experience working with personal lines products a plus.
Duties & Responsibilities
Respond to and appropriately document routine client inquiries, escalating complex inquiries to senior staff members
Process daily service needs such as change requests, endorsements, proofs, audits, and other policy-related documents
Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion, addressing or escalating any discrepancies for resolution
Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed
Other duties as assigned
Skills & Experience
2-5 years of progressive experience working preferably in a retail agency setting
Strong technical working knowledge of commercial lines P&C products and services
Active State P&C license required
Compensation & Benefits $45-55,000 + bonus + competitive benefits package
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Duties & Responsibilities
Respond to and appropriately document routine client inquiries, escalating complex inquiries to senior staff members
Process daily service needs such as change requests, endorsements, proofs, audits, and other policy-related documents
Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion, addressing or escalating any discrepancies for resolution
Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed
Other duties as assigned
Skills & Experience
2-5 years of progressive experience working preferably in a retail agency setting
Strong technical working knowledge of commercial lines P&C products and services
Active State P&C license required
Compensation & Benefits $45-55,000 + bonus + competitive benefits package
#J-18808-Ljbffr