Assistant account manager job description

Risk Strategies is a top national specialty insurance brokerage and risk management firm assisting organizations and individuals to simplify the process of protecting assets, offering benefits and minimizing liability. With over 115 offices and 3,300 employees across the US & Canada, we thrive on our passion to be ranked a Best Places to Work since 2018 by our most important asset, our employees. For 2020, Risk Strategies was named 6th Fastest Growing Firm, 12th Largest Personal Lines Broker, 11th largest privately-held P&C Broker and the 16th largest US Broker by Insurance Journal.

Acquire carrier electronic documents from carriers for review and attachment in Work Smart/ImageRight

Process and transmit endorsements, audits, new business and renewal documents etc. to the insured using agency standard wording

Invoice premium and transmit to client for payment, including resolving any billing or payment issues.

Follow through on completing open tasks including proper documentation AMS and Work Smart/ImageRight.

Prepare Certificates of Insurance including review and compliance with clients contractual requirements and client requests.
Order loss runs from carriers or retrieve from carrier websites and attach in Work Smart/ImageRight Maintain accurate data in AMS and Work Smart/ImageRight for each client as directed. Assist in the sales process (RFP and proposal development, presentation, etc.) using agency standard wording as directed using tools such as Word, Excel and PowerPoint.
Requirements
1 - 3 years experience of Commercial Lines client management experience Valid NJ P&C brokers license preferred College degree preferred Industry specific designations preferred- CISR, ARM or similar Proficient in insurance agency management systems, AMS 360 and Work Smart/ImageRight preferred Proficient in Outlook, Word, Excel and PowerPoint preferred Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience

The short answer? We're looking to keep a good thing going. An independently owned full-service marketing agency, Pinckney Hugo Group has grown consistently over the past 20 or so years.

We've created bigger and better work, added to our capabilities and expanded to serve a wider range of regional, national and international clients. It's all happened because we've been able to bring in incredibly talented and dedicated people to help build something special. And because we don't plan on slowing down anytime soon, we're posting career opportunities like this one.

WHY PHG?

For starters, you'll have the chance to work on some of the biggest brands and most exciting projects in the world — all from right here in Upstate New York, and in some cases, from the comfort of your home.

You'll be challenged, but you'll never be on your own. What we offer takes a full team. And we're just that — a team. A group of complementary talents that, when unleashed together, can do anything we set our minds to.

Some of our comprehensive and competitive benefits include:

• Hybrid work – split your week between working in our office or at home
• Generous PTO policy, including flex time
• Paid parental leave
• Medical, vision, dental benefits
• Resources for savings and investments such as our 401(k) plan with company match
• Company-sponsored events and swag
• Dog friendly work environment
• Opportunities to learn, develop, network, and connect

OUR HIRING PHILOSOPHY

At Pinckney Hugo Group, we believe that diversity improves our agency and helps us to better serve our clients by offering different views, perspectives and experiences. We are committed to creating a diverse environment and team, and aspire to better reflect the brands and people we serve. We strongly encourage people of color, members of the LGBTQAI+ community, people with disabilities and other underrepresented groups to apply to join our team. No matter who you are, you'll find opportunity here. We'll empower you to work on amazing brands with incredible teams, all while giving you the space you need to make this time whatever you want it to be. Apply today and explore all the ways you can grow with us. You'll be glad you did — and we will too.

We'd like to know more about you and why you're interested in PHG. Please be sure to include a cover letter with your resume submission.

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Tanknology is the largest company in the world devoted to protecting the environment from fuel leaking out of tanks and piping systems. With operations covering the entire country, we are growing and in need of good people in many areas of the U.S. who are looking for a rewarding career with the industry leader.

We are currently seeking an Assistant Account Manager to join our team. The ideal candidate will be highly organized and have a strong attention to detail as well as being proficient in Microsoft Office Suite. This role is an Entry-level position with a primary focus in assisting Account Managers. Please be aware that this is an onsite job role at our offices, located in Elgin, IL. This role will not be remote or hybrid.
PRIMARY DUTIES WILL BE:

* Record Keeping
* Database Management
* Assist in the production of monthly reports
* Partner with company's Regional Management and offices
* Assist Account Managers as required

NECESSARY SKILLS/QUALIFICATIONS:

* Microsoft Office Proficiency, particularly Excel
* Strong attention to detail
* Previous experience in a highly organized setting
* Must be able to multi-task, prioritize and manage time effectively
* Experience Interfacing with all parts of a complex organization and effectively navigate reporting structures to drive results

Note: This job description is not intended to list all the responsibilities but, to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and/or responsibilities for your position at any given time to fulfill operation needs.

This role will be hourly non-exempt, with the possibility of Quarterly bonuses, depending on team performance. It will be a traditional M-F, 8-5 schedule with the role to be performed in our office, located on Church St in Elgin, IL. To learn a bit more about the Account Manager role and who you may be working with, please see the short video listed below. Please note that as this is a unique industry, we do realize not many will have experience in our industry so willingness to learn is extremely important. Please do not be afraid to apply due to lack of industry experience.

All applications must go through the application process. Resumes sent via email will not be considered.