Bilingual Assistant Account Manager

Overview

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

GENERAL

SUMMARY:

The Middle Market Assistant provides administrative and clerical support to the Commercial Lines Account Manager and Account Executive.

• 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.
• Provides administrative/clerical support to Account Managers in obtaining, maintaining, and expanding business.
• Assists in the preparation of numerical and written data.
• Appropriately documents conversations with clients and carrier representatives and updates all computer systems and AMS when necessary. Ensures the accuracy of data in those systems.
• Prepares reports for management as required or requested.
• Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.

• Exceptional verbal and written communication skills.
• Quality Management- demonstrates attention to details.
• Proficient in Outlook and Microsoft Office Suite.
• Proficient in typing and data entry.
• Knowledge of commercial insurance laws preferred.
• Knowledge of AMS
  360 and/or related software preferred.

• High School diploma or equivalent required;
  Associate degree or higher preferred.
• Must have or be willing to obtain a valid Oklahoma Property & Casualty Insurance license.
• Experience in a Commercial Property & Casualty Insurance Agency preferred.
• Valid Driver's License required.
• CISR (Certified Insurance Service Representative) designation preferred.

• 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