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CivicMinds, Inc · 21 hours ago

Personal lines assistant account manager

Scarsdale, NY

Full-time

Onsite

New Grad, Entry Level

CivicMinds, Inc is seeking a Personal Lines Assistant Account Manager to support their personal lines team. The role involves collaborating with team members to meet goals, maintaining client activity, and providing timely responses to client inquiries.

Information Technology

Hiring Manager

Shakshi. M

Responsibilities

Collaborate with the personal lines team to meet time-sensitive goals set by Account Managers and the Personal Lines Manager

Maintain client activity in the agency automation system and ensure all open suspense items are up to date

Provide timely responses for client-related actions and inquiries

Prepare accurate endorsement quotes, issue endorsements, and follow up to verify completion

Generate evidences of insurance and insurance ID cards for auto and home mortgagee changes

Stay current on coverage options, policy forms, and company rating tools to effectively support Account Managers

Participate in continuing education and training as requested

Provide backup support at the reception desk as needed

Perform other job responsibilities as assigned

Qualification

Personal Lines insurance experienceActive PropertyCasualty licenseAMS360 management systemMicrosoft Office proficiencyTask management skillsVerbal communication skillsWritten communication skillsInterpersonal skills