Personal lines account manager vs assistant account manager

Differences between personal lines account manager and assistant account manager duties and responsibilities

Personal lines account manager example responsibilities.

• Manage accounts while providing excellent customer service, help build financial relationships, redirecting calls in upselling credit per customer needs
• Maintain inventory, logistics, purchasing and supplies.
• Organize seminars, run comparison quotes and mail out marketing kits.
• Quoted and write new business, and service existing accounts including re-marketing, renewals, and cross-selling.
• Facilitate seamless on site services and last-minute logistics requests (grind transport, catering, etc . )
• Prepare client presentations on PowerPoint.
Show more

Assistant account manager example responsibilities.

• Capitalize on strong organizational and interpersonal skills to expertly manage the regional provider enrollment system for Medicare and Medicaid memberships.
• Prepare account reconciliations, investigate differences and conduct expense analysis and maintain the company's fix assets system.
• Allocate revenue of sales, cash flow, inflow and outflow, wire transfers to ensure compliance with GAAP accounting standards.
• Full responsibility accounting including month end/year end close, reconciliations, budgets, forecasts and performance management.
• Work closely with CPA firm on annual tax filings.
• Submit product return claims through documentation and EDI transmissions.
Show more