Assistant Account Manager, Personal Lines

The Assistant Account Manager, Personal Lines position is important to the operations of the Personal Lines Department. They provide daily support and assistance to the Personal Lines Account Managers and the Personal Lines Advisors. Additionally, this role is tremendous training ground for someone who’d eventually like to be an Account Manager, as they learn the daily in’s and outs of the position, interface with our AMS and our carriers, and build important insurance knowledge and experience.

1. Attend meetings, seminars and programs to learn about new products and services, learn new skills and receive technical assistance in developing new customers.
2. Perform other duties as assigned.

• Prefer bachelor’s degree, or an associate’s degree or equivalent, from two-year college or technical school
• High school diploma or equivalent is required
• Maintain a current Indiana Property & Casualty insurance license

• Proficient in Microsoft Office suite of products and Adobe Acrobat
• General understanding of all lines of personal insurance coverage
• Understanding of contracts, carrier products, coverage forms, and underwriting guidelines
• Ability to read, analyze, and interpret industry policies and contract documents
• Ability to effectively present information to insureds and carriers
• Ability to apply basic mathematical concepts such as percentages, addition, subtraction, multiplication and division
• Ability to think independently and critically
• Ability to define problems, collect data, establish facts, and draw valid conclusions
• Excellent oral and written communication skills
• Ability to perform duties in a high-pressured, fast-paced environment
• High degree of organizational skills
• Initiative and attention to detail
• Ability to prioritize and remain flexible
• Professional telephone skills and etiquette
• Self-motivated and able to work both independently with limited supervision and within a team