Assistant Account Manager

Overview:

Capstone, an Alera Group Company is looking for an Assistant Accout Manager to join their team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Would you like to join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If so, this is your chance to be part of an amazing organization!

The Assistant Account Manager – Assistant CSR, Commercial Lines position provides day to day support to Capstones Insureds and also to Capstone’s sales producers.

Responsibilities:

Support the marketing of renewals, drafting and preparing renewal client proposals, as required

Processing of endorsements

Issuing certificates, evidences and ID cards

Maintain and keep current, all bookkeeping systems, database and records

Processing Non-Pay Cancellations and resolving billing issues

Providing superior customer support – manage customer needs to a successful and timely resolution

General miscellaneous tasks as required

Qualifications:

Ability to work in a team environment

Strong attention to detail

Customer service oriented – ability to put yourself in the shoes of the customer

Proficient in Microsoft O365 (i.e. word, excel, etc.)

Familiar with Agency Management Systems and Carrier websites is a plus

Ability to multi-task, prioritize and manage time effectively

Flexibility to adapt to organizational needs as required

High School diploma or equivalent required

Preferred - 1+ years Commercial Lines experience

Preferred - NJ Property and Casualty (P&C) Insurance License or ability to obtain shortly after hiring

Equal Opportunity Employment:

Benefits: We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the prior to applying.

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