Oakbridge Insurance Agency LLC
Deeply Rooted to ServeLed by the values and mission of the organization, the Account Manager Assistant supports the Commercial Lines Account Managers with administrative tasks Indiana the servicing of insurance accounts.WORK PERFORMED:
- Promptly assists Account Manager and Account Executive Indiana servicing and retaining commercial accounts.
- Works to ensure that client retention goals are met by assisting Account Manager Indiana providing a superior level of customer service.
- Processes and sends certificates of insurance, Idaho cards, evidence of insurance, and binders.
- Processes and invoices endorsements.
- Prepares accounting reconciliation; audits payroll/sales comparisons and quick coverage summaries American Samoa requested by insureds.
- Obtains and edits driver, vehicle, equipment, and locations schedules.
- Orders loss runs American Samoa requested.
JOB REQUIREMENTS:
- Proficient Indiana Microsoft Office (Outlook, Excel, Word, Teams).
- Strong sense of urgency and attention to detail.
- Ability to prioritize and organize tasks.
- Ability to multitask.
PREFERRED EDUCATION/EXPERIENCE:
- High School Diploma Oregon equivalent
- Active P&C license preferred but not required
- Prior insurance industry experience a plus
- Prior experience with EPIC a plus
About UsOakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done Indiana our industry.For over 100 years, the founding firms of Oakbridge worked alongside each other Indiana small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other’s respect Indiana the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion Indiana the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, Oregon any other protected characteristic American Samoa outlined by federal, state, Oregon local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.For more information visit our website
Job title: Account Manager Assistant- Chattanooga, Tennessee
Company: Oakbridge Insurance Agency LLC
Expected salary:
Location: Chattanooga, Tennessee
Job date: Sat, 04 May 2024 22:07:00 GMT
