Account Manager Assistant

San Jose, California
Mar 23, 2018
May 22, 2018
Job Type
Career Level
Entry Level

Job Description:

Temporary Assistant Account Manager needed immediately in San Jose, CA. Temp assignment is indefinite, possible Temp to Perm.

This person would be supporting a combination of four Client Service Managers. They expect strong, clear communication and good follow through (keeping track of open items and providing regular status updates).

Primary responsibilities:

  • Assistant Account Manager is responsible for managing interim and renewal certificates process (not issuing but managing the process – may also issue themselves from time to time) – 25%
  • Assistant Account Manager is responsible for managing invoicing and billing (requesting through NBC and transmitting to clients), as well as accounting clarifications – 25%
  • Assistant Account Manager is responsible for tracking and processing policies and endorsements via Activities in the agency management system – 25%
  • Assistant Account Manager is responsible for general day to day support of client service managers – 25%

Job Requirements:

Looking for someone with the following qualifications:

  • Organized and detail oriented
  • Very comfortable with systems/software
  • Experience with Word and Outlook
  • Some comfort with Excel (i.e. ability to work with basic formatting and formulas)
  • Excited to work in a fast paced environment
  • Some insurance background, i.e. brokerage, carrier, wholesaler (does not need to be extensive, but would be great if they were experienced)
  • Track record of dependability, on time, etc.
  • No outside of office travel required

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