Associate Account Manager

We have an exciting new opportunity for an Associate Account Manager in our Commercial Lines Department at Tedford Insurance.

GENERAL SUMMARY:
This role works closely with Agents and Account Managers and functions as an assistant while delegating more complex tasks.

PRIMARY RESPONSIBILITIES:
* Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
* Provide clerical support, including scanning, filing, and handling correspondence as needed.

* Process routine account-related tasks, including data entry, document preparation, and policy updates.
* Communicate with internal team members and insurance carriers to ensure timely processing of documentation and client requests.
* Support Account Managers with special projects or tasks as assigned.
* Participate in training programs to develop insurance knowledge, customer service skills, and account management capabilities.

* Attends industry related continuing education training and courses.

* Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

KNOWLEDGE, SKILLS & ABILITIES:
* Exceptional verbal written communication skills.
* Ability to manage account related projects.
* Proficient in Outlook and Microsoft Office Suite.

* Proficient in typing and data entry.

* Ability to manage duties and meet deadlines with limited supervision.

* Exceptional organizational skills and demonstrate attention to detail

EDUCATION, LICENSES AND EXPERIENCE:
* High School Diploma or equivalent required; Associate degree or higher preferred.
* Valid Drivers License required.
* Experience in a Commercial P&C Insurance Agency preferred.
* Must have a current Oklahoma P&C Insurance License.
* Outgoing, goal driven, and detail orientated.
BENEFITS:
* 401(k)
* 401(k) matching
* Health insurance
* Dental insurance
* Vision insurance
* Employee assistance program
* Flexible spending account
* Health savings account
* Life insurance
* Paid time off