Assistant Account Manager - Personal Lines Insurance

AAA Mid-Atlantic Cincinnati , OH 45201

Posted 4 days ago

  • Ranked Top 100 Property/Casualty Independent Agencies in the US for 2023

  • Careers path available for further advancement

  • No weekends required - great work/life balance

  • 3+ weeks of Paid Time Off

  • 8 Paid Company Holidays

In Addition, we also offer:

  • A competitive hourly rate, depending on experience

  • 401(k) plan with company match up to 7%

  • FREE AAA membership.

  • Medical, Dental, Vision and Prescription coverage

  • FREE Life Insurance.

The primary duties of the Assistant Account Manager are:

  • Process incoming mail on behalf of the service pod, as directed by the Lead.

  • Process incoming faxes, emails, and open Activities in Epic on behalf of the service pod, as directed by the Lead.

  • Support Account Manager administrative needs by assembling proposals, pulling reports and policy documents from carrier websites, issuing Auto ID cards, running MVRs, generating evidences of insurance, certificates of insurance, loss runs, taking payments and other related tasks.

  • With guidance from the Training Specialist and Supervisory Lead, process Account Manager commercial logs on a daily basis , as well as process policy endorsements (add/remove vehicles, drivers, locations or equipment, mortgagee changes), Lost Policy Releases/cancellations, binders, etc. as instructed

  • Send renewal letter and correspondence to client throughout the year, as directed by the Lead.

  • Act as a back-up to the Front Desk/CSRs as needed.

Minimum Qualifications:

  • High school diploma or equivalent; Associate's degree preferred.

  • 2-4 years of personal lines insurance experience, in a service capacity.

  • PLEASE NOTE: This is an in-office position. Candidates must live within commutable distance of either Lexington, KY or Cincinnati, OH office

  • Active Property & Casualty insurance license.

  • Ability to communicate verbally and in writing with others.

AAA Club Alliance (ACA) is an equal opportunity employer.

Our investment in Diversity, Equity, and Inclusion:

At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals, regardless of race, color, gender, identity, veteran status, sexual orientation, physical ability or national origin, to apply.

Job Category:

Insurance


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Assistant Account Manager - Personal Lines Insurance

AAA Mid-Atlantic