Commercial P&C Assistant Account Manager

Oklahoma City, OK
30+ days ago

Job Description

We have a business with purpose and are looking for passionate, innovative people like you to join our team! INSURICA has built a rewarding environment for Colleagues and continues to uphold our solid customer pledge by “Specializing in You”.

INSURICA has over 600 employees across 3 time zones, 6 states, and 30+ locations nationwide. We are among the 50 largest insurance brokers in the US and are currently the 23rd largest privately held independent agency in the country.

We take pride in our welcoming and diverse culture, internal growth opportunity, and robust compensation and benefit package. INSURICA provides our Colleagues with cutting edge resources, tools, and support so that we can be the best at what we do.


Manages duties by assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.


· Process endorsements, certificates, change confirmations and invoice all transactions as per instructions from Account Manager

· Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards

· Invoice assigned commercial premium transactions following agency procedures and guidelines

· Process confirmed cancellations

· Maintain client files on computer systems

· Provide prompt, courteous, knowledgeable service to customers and prospects

· Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions

· Maintain working knowledge of all company change procedures

· Participate in seminars and other training to maintain required licenses and for knowledge and skill development

· Support the department with computer and word processing skills, including rating programs in our automation system

· Supervision received/ exercised by Account Manager, Account Executive, or Department Manager


· Adherence to Company policies and procedures

· Ability to fulfill job responsibilities through acceptable job attendance


· Self-starter, organized and display of good communication skills, both verbal and written

· Team player and willing to find accommodating solutions for our customers, companies, and Agency

· Develop a thorough understanding of commercial underwriting and coverage, and interpret abstract data


· Property and Casualty license or willingness and ability to obtain

· Prior automation/computer experience along with some insurance knowledge

· CISR or CIC designation and/or college degree is desirable


· Fast-paced multiple tasking, high disruption and ever-changing environment

· Ability to perform 80% sedentary work exerting up to 10 pounds of force occasionally and negligible force frequently

· All requirements may be modified to reasonably accommodate physically or mentally challenged employees


· May require prolonged sitting

· Requires operation of a computer workstation, including keyboard and video display terminal

· Requires verbal and written communication

· Mental or emotional fatigue can be caused by travel requirements, continuous repetition, concentrated attention for prolonged periods of time, or lack of control over work pace or priorities

· Other demands may include: reading, watching, studying, observing; inspecting, proof reading, manual manipulation; operating office equipment, monitoring computer terminals, technical trouble shooting

Job Type: Full-time

Pay: $39,000.00 - $45,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Paid training
  • Tuition reimbursement
  • Vision insurance
  • Work from home


  • Monday to Friday

Supplemental Pay:

  • Bonus pay


  • High school or equivalent (Preferred)


  • Microsoft Office: 3 years (Preferred)
  • Customer service: 3 years (Preferred)

Work Location:

  • One location

Work Remotely:

  • No


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