Assistant Account Manager

Whitman, MA

The Assistant Account Manager position is a support‐level role within the firm’s Innovation Division. Chiefly, this position provides support to Senior Account Manager(s) through the servicing of assigned commercial insurance accounts. The position is essential to the firm’s growth and retention strategies and to its overall service delivery objectives.

Responsibilities Include (but not limited to):

  • Data entry including internal systems and external online quoting systems
  • Support Account Manager during the renewal process including clerical processing of applications, Excel workbooks and other necessary documentation
  • Billing, including the administrative processing of premium finance quotes as needed
  • Accuracy review and delivery of documents to clients
  • Other support and overflow as needed and directed by Account Manager

Qualifications of the Assistant Account Manager:

  • Willingness to support, and be part of a team
  • Be a great communicator, both verbal and written
  • Experience in assistance-based roles, client service, and/or insurance industry a plus
  • Familiarity with Microsoft based platforms and software

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