What are the responsibilities and job description for the Bilingual Assistant Account Manager position at Tedford Insurance?
We have an exciting new opportunity for a bilingual Assistant Account Manager in our Commercial Lines Department at Tedford Insurance.
GENERAL SUMMARY:
The Middle Market Assistant provides administrative and clerical support to the Commercial Lines Account Manager and Account Executive.
PRIMARY RESPONSIBILITIES:
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GENERAL SUMMARY:
The Middle Market Assistant provides administrative and clerical support to the Commercial Lines Account Manager and Account Executive.
PRIMARY RESPONSIBILITIES:
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
- Provides administrative/clerical support to Account Managers in obtaining, maintaining, and expanding business.
- Assists in the preparation of numerical and written data.
- Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary. Ensures the accuracy of data in those systems.
- Prepares reports for management as required or requested.
- Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
- Exceptional verbal and written communication skills.
- Quality Management- demonstrates attention to details.
- Proficient in Outlook and Microsoft Office Suite.
- Proficient in typing and data entry.
- Knowledge of commercial insurance laws preferred.
- Knowledge of AMS360 and/or related software preferred.
- High School diploma or equivalent required; Associate degree or higher preferred.
- Must have or be willing to obtain a valid a Oklahoma Property & Casualty Insurance license.
- Experience in a Commercial Property & Casualty Insurance Agency preferred.
- Valid Drivers License required.
- CISR (Certified Insurance Service Representative) designation preferred.
- 401(k)
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Employee assistance program
- Flexible spending account
- Health savings account
- Life insurance
- Paid time off
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