Assistant Account Manager
Core
Support Account Executives in managing client accounts, processing insurance applications, and ensuring service delivery within the insurance brokerage industry.
Role type
Assistant Account Executive (Insurance Brokerage)
Builds
Client account solutions and insurance proposals
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Policy renewals and endorsements processing, Claims processing, Insurance application preparation, Client communication, Agency management system updates, Market trend research, Compliance adherence, Presentation preparation
Preferred skills
Property & Casualty license, Bachelor's degree in Business/Finance, 1-2 years admin experience in insurance/finance