Job Closed
This listing is no longer active.
Commercial Lines Assistant Account Manager
Location
United States
Posted
90 days ago
Salary
$43.9K - $68.8K / year
Seniority
Lead
No structured requirement data.
Job Description
Commercial Lines Assistant Account Manager
INSURICA, Inc
Role Description The Commercial Assistant Account Manager is responsible for assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls, and ensuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency. Essential Functions: - Provide prompt, courteous, knowledgeable service to customers and prospects - Process endorsements, certificates, and invoices for all transactions as per instructions from the Account Manager - Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards - Invoice-assigned commercial premium transactions following agency procedures and guidelines - Process confirmed cancellations - Maintain working knowledge of all company change procedures - Support the department with computer and word processing skills, including rating programs in our automation system - Maintain client files on computer systems - Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions - Participate in seminars and other training to maintain required licenses and for knowledge and skill development Qualifications - Property and Casualty license or willingness and ability to quickly obtain a preferred - Previous insurance experience preferred - CISR designation preferred - Associate degree preferred Requirements - Ability to obtain a thorough understanding of commercial underwriting and coverage and interpret abstract data - Intermediate PC skills, with the ability to effectively utilize the agency's management systems - Ability to work within a fast-paced, changing priority environment - Self-motivated, with the initiative to prioritize and be self-directed - Regular and punctual attendance is required - Ability to communicate effectively, both verbally and in writing - Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels - Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency - Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality Working Conditions and Reasonable Accommodations - Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities - Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently - Ability to lift up to 20 pounds occasionally - Requires operation of a computer workstation, including keyboard and video display - All requirements may be modified to reasonably accommodate physical or mental impairment
Related Guides
Related Job Pages
More Account Manager Jobs
• Ensure successful management of accounts on a day-to-day basis from the execution to completion of client projects • Serve as the primary client contact • Facilitate and track projects and financial deliverables • Work closely with the project team members to communicate client needs and expectations • Ensure timelines are developing and potential issues are identified and resolved • Prepare for and lead internal and client status meetings • Understand and ensure the team follows all client required standard operating procedures and requirements • Alert other internal departments of resourcing needs • Draft scope of work and budgets based on client direction • Monitor and adhere to approved budgets • Report budget changes to the client in a timely manner • Maintain accurate financial spreadsheets • Submit invoices, accruals, etc. in a timely manner • Provide timely and accurate project status updates and client requested reports • Actively strive to drive organic growth on assigned accounts by developing and maintaining excellent client relationships
• Lead and manage the relationship between partners and Forcepoint • Create Partner account plans that are executed regionally • Ensures that strategic partner meets the requirements of their tier in the Forcepoint Channel Partner Program • Create and execute a Partner SE enablement plan, drive attendance to Forcepoint Instructor Led Training and Boot Camp Sessions • Acts as a liaison between strategic partners and Forcepoint sales representatives on the Mid-Market and Enterprise Teams • Delivers Value Propositions and other key messaging to partner community • Meets or exceeds quota for strategic partners • Learns and maintains in-depth knowledge of Forcepoint products and technologies, competitive products and technologies and industry trends and share this knowledge with partners • Reviews, monitors and reports on deal registrations • Communicates product launches and promotions • Executes marketing programs with the help of field marketing • Serves as main point of contact for Forcepoint resources • Maintains responsibility for overall relationship management
• Assist with obtaining client data, reviewing implementation forms, setting up program access, and configuring reporting parameters. • Monitor, verify, and coordinate client data feeds, including SFTP setup and ensuring accuracy and completeness. • Provide training to clients and pharmacies on proprietary reports and point-of-sale programs; act as backup support for Account Managers. • Collaborate with IT Services, manage operations support requests, and participate in team/client meetings. • Maintain detailed client files, verify program eligibility, and ensure documentation for new client setups and HRSA requirements. • Handle claims resolution, address client inquiries, and escalate complex issues as needed. • Stay updated on 340B program education, support team absences, and assist in product enhancements.
Regional Director – Technical Account Management
AxoniusControl complexity with Axonius. Get an always up-to-date asset inventory, uncover security gaps, and automate action.
• Manage a regional team of 5-10 Technical Account Managers, providing direct oversight of engagement deliverables and professional development. • Analyze adoption trends, utilization data, and use case development to identify and mitigate renewal risks for license and success plan subscriptions. • Direct the resolution of major technical incidents by managing executive-level communications and expectations between the customer and internal teams. • Coordinate with sales departments to identify expansion opportunities for Axonius products within existing customer environments.
