Assistant Account Manager

We have an exciting new opportunity for an Assistant in our Commercial Lines Department at Tedford Insurance.

GENERAL SUMMARY:
The Assistant Account Manager provides administrative and clerical support to the Commercial Lines team.  This role requires high supervision to ensure adherence to established procedures and maintain a high standard of customer service.

PRIMARY RESPONSIBILITIES:
* Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
* Provides administrative/clerical support to Account Management Associates and Specialists in obtaining, maintaining, and expanding business.

* Works closely with Account Managers, Producers and Agency personnel on all aspects of new business and renewals.
* Assists in the preparation of numerical and written data.
* Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary.  Ensures the accuracy of data in those systems.
* Prepares reports for management as required or requested.

* Attends industry related continuing education training and courses.

* Backups other Assistants as needed based on business needs.
* Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

KNOWLEDGE, SKILLS & ABILITIES:
* Exceptional verbal written communication skills.
* Quality Management- demonstrates attention to details.
* Proficient in Outlook and Microsoft Office Suite.

* Proficient in typing and data entry.

* Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.

* Advanced organizational skills required.

* Previous experience as an Assistant Account Manager at an Independent Insurance Agency preferred.
EDUCATION, LICENSES AND EXPERIENCE:
* High School Diploma or equivalent required; Associate degree or higher preferred.
* Valid Drivers License required.
* Experience in a Commercial P&C Insurance Agency preferred.
* Oklahoma P&C Insurance License Required; New Hires that do not have a valid Oklahoma P&C Insurance License are required to take and pass within 90 days in order to retain employment.
* Outgoing, goal driven, and detail orientated.
BENEFITS:
* 401(k)
* 401(k) matching
* Health insurance
* Dental insurance
* Vision insurance
* Employee assistance program
* Flexible spending account
* Health savings account
* Life insurance
* Paid time off