Commercial Lines Assistant Account Manager

Overview

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add an Assistant Commercial Lines Account Manager to our team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you’re looking for, this is your chance to be part of an amazing organization!

At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies.

The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.

Responsibilities

Provide assistance to Account Managers and Producers in handling and processing of new and renewal commercial lines businessProvide in-house customer service to clients as assigned and requestedCoordinate expirations with assigned Account Managers and Producers to obtain renewal and/or new business information. Maintain renewal review spreadsheetRequest bids from carriers; follow-up on receipt of proposals and verify bid specificationsAssist in marketing new and renewal business, determine premiums, prepare presentation packets, and maintain underwriting and marketing information by carrierMake recommendations to producers regarding quotes, ideas, and issues needing to be addressedReceive phone calls from clients and companies regarding insurance, claims, or administrative problems when necessaryDocument service requests and any communications with team and clientsMaintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense itemsBe familiar with and follow agency E&O guidelinesPerform special projects at management’s request

Qualifications

Must be a self-starter, imaginative and creative with good communication skills both verbal and writtenShould have thorough understanding of Life and Health underwriting and coveragesWorking knowledge of Windows based computers, and Microsoft Office productsMinimum 1-year experience in similar position is desirableMust be able to obtain General Property & Casualty license per state requirements

Benefits

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.