Account Manager Assistant

Summary

Weichert Insurance Agency is an insurance company hiring an Account Manager Assistant to support its Account Managers. The role processes changes, renewals, paperwork, and correspondence, handles calls related to mortgage changes and refinances, and provides additional departmental and administrative support.

Responsibilities

• Processes paperwork assigned by the Team Leader or Account Managers
• Processes change endorsements from Agency carriers
• Processes confirmed cancellations
• Handles incoming and outgoing phone calls pertaining to mortgage changes and refinances
• Informs Account Managers when problems arise with their accounts
• Maintains working knowledge of all Agency change procedures
• Responsible for company interactive interface and download
• Assists Account Managers with other support functions as directed
• Assumes special projects as assigned
• Covers the switchboards as assigned
• Performs other duties as assigned

Skills

• High school diploma or GED
• Insurance License required
• Ability to apply basic insurance knowledge to meet customer's needs
• Proficiency in Microsoft Office suite of products
• Good oral and written communications skills
• Ability to multitask in a fast-paced environment
• Strong attention to detail
• Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
• Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)
• Associate's or Bachelor's degree preferred
• Zero (0) to two (2) years of related insurance experience preferred

Qualifications

Must Haves

• High school diploma or GED
• Insurance License required
• Ability to apply basic insurance knowledge to meet customer's needs
• Proficiency in Microsoft Office suite of products
• Good oral and written communications skills
• Ability to multitask in a fast-paced environment
• Strong attention to detail
• Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
• Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

Nice to Haves

• Associate's or Bachelor's degree preferred
• Zero (0) to two (2) years of related insurance experience preferred

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k) retirement savings
• Paid Time Off (PTO)
• Flexible Spending Accounts (FSA)