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Assistant Account Manager - Alexandria, LA


Assistant Account Manager


An Assistant Account Manager (AAM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner.  An AAM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures.


Must be willing and capable of learning all lines of commercial insurance, and be able to coordinate, review and monitor (under the supervision of an Account Manager) all technical support necessary for the servicing of accounts, including but not limited to:

  • Set up and maintain current files in accordance with agency File Standards;
  • Compile and organize all client information necessary to manage and process new and renewal business; input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries, invoices and other output;
  • Handle mail and company inquires on clients as needed;
  • Monitor suspense items and initiate “follow-up” with carrier/client;
  • Prepare lost business reports; assist with preparation of income projection reports to support management budgeting;
  • Prepare preliminary proposals
  • Special projects as requested by manager;
  • Monitor expiration lists and assist with the renewal process;
  • Meet marketing goals for timing of new and renewal submissions;
  • Handle customer relations and support services; talk with customers by phone concerning insurance needs and questions; assist with collection of premiums due under the guidance of Account Manager;
  • Document all customer and carrier conversations; communicate and coordinate with Account Manager.
  • Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
  • Assist with oral and written presentations to clients and prospects as necessary.
  • Reports to the Account Manager
  • Act in a courteous, professional manner when working with clients, carriers and other office staff. Work as an active member of the department and maintain high staff relationships at all times.


Knowledge, Skills and Abilities

Assistant Account Manager


  • Ability to work independently and carry out assignments to completion with minimum supervision;
  • Ability to follow instructions and adhere to prescribed routines and practices;  process tasks by both written and oral instructions;
  • Ability to organize and prioritize work.
  • Good understanding of MS Word, Excel and the Internet with ability to operate general office equipment;
  • Familiarity with general office procedures and the ability to comply with the agency policies and procedures;
  • Ability to write simple correspondence and effectively present information in one-on-one and small group situations to customers, clients and other employees;
  • Ability to deal with problems, collect data, establish facts and draw valid conclusions; possess good analytical skills;
  • Possess an attention to detail and a desire to work with people;
  • Good interpersonal skills; works well in a team environment

Keywords: CSR, Account Manager, Insurance, Commercial Insurance, Risk, Assistant, Administrative Assistant, Clerical, Inside Sales

Job ID:

Alexandria, LA

Job Type:
Full Time, Temp Position



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Assistant Account Manager

City, State or Zip Code: Alexandria, LA

Position Type: Full Time, Temp Position

Date Posted: 4/16/2019