Lamb Insurance Services
  • Conshohocken, PA, USA
  • Full Time

The Sr. Assistant Account Manager will be assisting Account Executives/Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.

Job Responsibilities:

  1. Responsible for assignment of renewal tasks that fall within the scope of the Assistant Account Manager / Sr. Assistant Account Manager group.
  2. Assist with developing Assistant Account Managers by acting as a resource to the individuals on their team.
  3. Act as the primary contact and handle renewal for small business and/or lines of business under $5,000 in premium within the team's book.
  4. As experience grows, prepare loss analysis and underwriting perspective on upcoming renewals for delivery to Account Manager / Account Executive
  5. Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing as requested by the Account Managers.
  6. Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals and create loss summaries.
  7. Research/investigate issues as needed (for instance, Experience Modification Factor changes)
  8. Set up new clients in Epic as necessary
  9. Transmit insurance policies to clients. As experience grows, check the policies for accuracy prior to transmitting.
  10. Continuous, clear, and professional verbal and written communication is necessary with clients, carriers, and internal team members. Other similar tasks, as assigned.
  11. As experience grows, begin servicing and renewing some smaller accounts.
  12. Responsible for learning, understanding and adhering to our internal timelines, protocols and workflows.

Job Requirements:

  1. 4 year College Degree, preferred
  2. 2 to 4 years of experience in a similar position on the agency or corporate side, required
  3. Current P&C Producer License, required or must obtain within 60 days of promotion
  4. Prior experience working within Epic or another Agency Management System, required.
  5. Experience with workers compensation, general liability, auto liability, professional liability, property insurance coverages, required
  6. Successful completion of Agency's internal training program
  7. Experience with workers compensation, general liability, auto liability, professional liability, property insurance coverages, preferred
  8. Highly comfortable with using various types of computer technology in a fast-paced environment, including strong usage of Excel.
  9. Excellent verbal and written communication skills in English
  10. Team player
  11. Ability to thrive in a fast-paced, entrepreneurial environment
  12. Attention to detail, take ownership of your work and make sure it is accurate.
  13. Ability to manage multiple, simultaneous deadlines
  14. Investigative mindset
  15. Service-oriented, understands how to anticipate internal and external client needs and make it easy for them to conduct their business. Also, response time within 24 hours.
  16. Demonstrates our Core Values: Work Ethic, Passion, Caring, Humility, and Effectivity
Lamb Insurance Services
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