Assistant Account Manager

Full Time
Lehi, UT 84043
Posted
Job description

About the Company:

Swarts, Manning & Associates (SMA), is a full-service insurance brokerage with locations in Nevada, California, and Utah. We provide insurance and risk management to a wide range of businesses across the country. We pride ourselves on our knowledge, service, and reliability to our customers.


Job Description:

This opportunity is designed for individuals looking to start a career in a fast-paced industry with lots of opportunities to grow and build a solid career in a fantastic industry.


The ideal candidate will exhibit high standards, excellent communication skills, be a team player, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.


The candidate will:

  • Secure quotes for new business in an accurate and timely manner
  • File client activities in agency management system in an accurate and timely manner
  • File policies with state tax agency
  • Create proposals for agents to share with clients
  • Assist account manager in providing high quality customer support
  • Generate and distribute insurance certificates to clients
  • Proofread records, applications, and proposals
  • Maintain a quality service plan ensuring the accuracy of binds, policies, certificates, and other relevant documents
  • Perform additional duties as assigned


Requirements:

  • Possess strong interpersonal, customer service and communication skills
  • Possess strong moral and ethical character
  • Have technology and computer proficiency, including proficiency in Microsoft Office suite
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
  • Demonstrate sound business judgment, strong decision-making, and a keen attention to details
  • Thrive in a team environment as a positive team player

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