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Assistant Accounts Manager Full-time Job

Aug 2nd, 2024 at 18:21   Financial Services   Lahore   20 views Reference: 32
Job Details

What's needed:

  • Experience meeting the wants of customers with answers that are focused on them;
  • Proven ability to handle several account management tasks at once while paying close attention to every detail;
  • College schooling or insurance knowledge that is comparable;
  • Being able to do 90% of sedentary work;
  • Being able to understand spoken or written language and figure out what it all means;
  • Enough understanding of how to rate, what coverages are available, and how the business works;
  • knows how to use and is good at using several computer tools, such as the agency management system and the Microsoft Office suite;
  • Being able to put together different pieces of information to come to conclusions and give answers that make sense;
  • A Texas Property and Casualty License is recommended but not necessary;
  • The ability to set priorities and use one's time well;
  • Must be self-motivated, aggressive, and pay attention to details.
  • Strong communication and planning skills, as well as the ability to work well with others 
Company Description
Great at keeping things organized, fixing problems, managing projects, and keeping track of time;
Asks carriers to do lost runs;
helps the IT staff with any carrier interaction or other tech problems;
Close deals and negotiate contracts to make the most money;
Do research on specific areas so that you can tailor the client's special offers to people who might be interested in buying;
Send sales and customer contact sheets to each Executive Account Manager. Also, keep track of each team's daily sales.
Meet with other Assistant Account Managers every day in the office to talk about sales and customer strategy and make sure everyone is doing their best;
Take the initiative and plan your work to go above and beyond what the account manager expects;
Get to know your account managers well and trust them;
Taking care of business costs;
Taking care of company books;
Keeping track of customers and debts;
Taking care of daily planning jobs;
Putting down daily notes;
I regularly compiled financial records and gave information to the finance team.