Assistant Account Manager

Position Summary

The Assistant Account Manager provides front-office and administrative support for the branch while alsoassistingAccount Managers with day-to-day servicing tasks for client accounts. This role combines receptionistand office operations duties with a growing set of account-support responsibilities, offering a strong entry point into the insurance account management career path. This position is well suited to a detail-oriented, organized individual who enjoys variety, works well under deadlines, and is eager to build technical insurance servicing skills.

Front Office & Office Operations Responsibilities

• Greet and welcome visitors, clients, and vendors in a professional and friendly manner.

• Accept and distribute all incoming deliveries.

• Process and sort daily incoming mail; prepare and process outgoing FedEx and other courier shipments as needed.

• Manage office supplies inventory, including monitoring stock levels and placing orders.

• Oversee the copier/multifunction printer, including paper and ink/toner cartridge replacement and coordinating service calls with the vendor.

• Maintain general office organization and support other administrative tasks as assigned.

Account Manager Support Responsibilities

Thisposition provides meaningful day-to-day support to Account Managers, including:

Ordering and analyzing Motor Vehicle Records (MVRs)

Requesting and reviewing loss runs from carriers

Processing client change requests

Issuing Auto ID Cards

Issuing Certificates of Insurance

Preparing IFTA worksheets and documentation for renewals

Completing data entry incarrier portals as needed

Backing up Assistant Account Managers in other TexasTransportation offices

Ongoing insurance knowledge development and willingness to obtain applicable license

Qualifications

• High school diploma or equivalentrequired;college courseworka plus.

• Prior experience in an office, administrative, or customer service role.

• Insurance industry experienceor active,applicableinsurance licensepreferred.

• Strong organizational skills with excellent attention to detail and accuracy.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Professional verbal and written communication skills.

• Proficiencywith Microsoft Office (Word, Excel, Outlook) and ability to learn carrier and agency management portals.

• Reliable, punctual, and able tomaintainconfidentiality of sensitive client information.

Physical Requirements

• Ability to sit or stand at a workstation for extended periods.

• Ability to lift and move packages/deliveries up to 25 lbs.

• Ability tooperatestandard office equipment (computer, phone, copier, postage/shipping equipment).