Assistant Account Manager (Client Services)

The Assistant Account Manager is responsible for administrative duties within the book of business they support. Assistant Account Manager is responsible for working day-to-day requests from Account Managers and Account Executives.

ESSENTIAL JOB RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty adequately. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Gathers information from clients to facilitate the renewal process.
• Completes processing tasks out of their work queue.
• Develops relationships with clients and responds to client requests in a timely manner.
• Coordinates with internal team and vendors to develop knowledge on policies to surpass customer needs and expectations.
• Develops sales materials such as proposals, quotes, and slideshows as requested by Account Executives.
• Services small business accounts as experiences increases.
• Acts as a liaison between the Account Manager and Quality Control.
• Coordinates and schedules client meetings for Risk Advisors and Account Executives.
• Prepares reports for Account Executives and Risk Advisors as needed.
• Other job duties as assigned.