Account Assistant, Personal Lines
Salt Lake City, UT
Full Time
Entry Level
Position Title: Assistant Account Manager Classification: Non-exempt
Reports To: Department Team Leader Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $24–$28 per hour, depending on experience
Position Summary
This is an entry-level position working to give support and assistance to Account Managers and Producers.
Essential Duties and Responsibilities:
Assist Account Managers with processing:
Education and Experience:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Reports To: Department Team Leader Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $24–$28 per hour, depending on experience
Position Summary
This is an entry-level position working to give support and assistance to Account Managers and Producers.
Essential Duties and Responsibilities:
Assist Account Managers with processing:
- Certificates of Insurance
- Manage phone tree
- Evidence of Insurance
- Auto ID Cards
- Process endorsements
- Prepare policies
- Enroll accounts in Agency Management System
- Miscellaneous clerical duties as needed to maintain adequate service to our insured’s, Account Managers & Producers
Education and Experience:
- High School diploma or equivalent required
- 4 year degree preferred (or in progress)
- Excellent communication skills, including listening, speaking and writing
- Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
- Ability to work well with others in a team environment
- Strong analytical and problem-solving skills
- Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
- Dependability and promptness
- Good organizational and time-management skills
- Must be a self-starter and work well with moderate supervision
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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