Published: January 10, 2017
Job Type
$50K - $60K, commensurate with experience
Job ID


Assistant Account Manager

Our client, an insurance brokerage and risk management firm with offices in New York City, is seeking an Assistant Account Manager to join their Insurance team. The Assistant Account Manager will be responsible for supporting an Account Manager on a comprehensive book of business in the Property & Casualty policy space, servicing Entertainment clients. In this job, you will handle coverage requests to completion, prepare applications, binders, and certificates.

Primary Responsibilities of an Assistant Account Manager:

  • Handle and service all assigned P&C accounts
  • Prepare applications, binders, and certificates of insurance
  • Prepare invoices and credit memos
  • Work with Account Executive on the handling of coverage requests to completion
  • Support renewal efforts
  • Prepare and assist the Account Executive with proposals and summaries
  • Review certificate requests and contracts for insurance requirements
  • Update renewals reports and accounts receivable reports
  • Coordinate audit as instructed by the Account Executive
  • Communicate with Account Managers on any changes with accounts

A successful Assistant Account Manager will have:

  • 2+ years of experience in Commercial brokerage
  • Valid NY P&C license
  • Working knowledge of P&C insurance
  • Excellent communication, and organizational skills
  • Strong technical skills, particularly in Excel
  • Familiarity with agency management systems, preferably AMS 360
  • Bachelor’s degree

Assistant Account Executive / Assistant Underwriter / Underwriter

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