Assistant Account Manager - Personal Lines - TIS Insurance Services, Inc.

Our Personal Lines Assistant Account Manager is a hybrid role that will incorporate account servicing support for our Account Management team as well as Account Management for a reduce book of business. In the support role, this position will provide administrative and technical assistance to Account Managers and Agents. As an Account Manager, this position will assist Agents in the day-to-day handling of personal lines accounts. This is an entry-level position with opportunity for advancement.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

• Produce and distribute auto ID cards, proposals, policy books, binders, certificates, and other related items accurately and on time
• Work with various insurance carriers to make changes to current policies
• Verify accuracy of processed endorsements, taking corrective action when necessary
• Manage the renewal process by facilitating communication between the client, Account Manager, Agent, and partner carriers including but not limited to updating applications and maintaining spreadsheets
• Facilitate the marketing process and coordinate communication with all parties
• Maintain strong client relationships with the ability to problem-solve
• Inform and educate clients about coverage, exclusions, and exposures
• Prepare proposals, and applications, submit to the insured and/or carrier as needed, obtain client signatures, and follow up to ensure timely responses
• Stay abreast of developments in the insurance industry and changes in coverage
• Create and maintain accurate electronic files file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions
• Seek referrals from current client base to solicit for new business prospects
• Other duties requested by the Agent and/or Account Manager in accordance with TIS practices that are related to the successful retention and maintenance of client relationships.

Note the information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

• High school degree or equivalency; college degree preferred
• Previous related insurance work experience preferred
• Working knowledge of personal insurance industry preferred
• Current applicable license preferred. If not currently held, the ability to obtain licenses as required by State Department of Insurance and participate in seminars or other training to maintain license(s)
• Ability to comply with applicable laws
• Strong communication and interpersonal skills
• Excellent customer service and organizational skills
• Self-starter with the ability to work well independently yet function as part of a team
• Ability to build strong client relationships, problem-solve, and document follow-up
• Proficiency working in Microsoft Office (Word, Excel, and Outlook)
• Knowledge of working in AMS360 and/or ImageRight is a plus