First United Bank Logo

First United Bank

Insurance Assistant Account Manager

Job Posted 6 Days Ago Reposted 6 Days Ago
Be an Early Applicant
In-Office
Parkwood, WA
Entry level
In-Office
Parkwood, WA
Entry level
The Insurance Assistant Account Manager services customers, processes transactions, assists with business documentation, and maintains client files, ensuring quality service.
The summary above was generated by AI
Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job TitleInsurance Assistant Account Manager

Job Description

SUMMARY

The primary role of an Insurance Assistant Account Manager is to service our customers.  This position 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.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

  • 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 cancelations. 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.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND WORK EXPERIENCE  

  • High School diploma or GED equivalent required
  • CISR or CIC designation and/or college degree is desirable.
  • Industry knowledge preferred
  • Prior automation/computer experience along with some insurance knowledge.
  • Property and Casualty license or willingness and ability to obtain.

TECHNICAL/FUNCTIONAL COMPETENCIES

  • Proficient in PC operating systems- Vertafore, AMS360, ImageRight, Worksmart
  • Proficient Microsoft office
  • 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.
  • Ability to develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Top Skills

Ams360
Imageright
MS Office
Vertafore
Worksmart

Similar Jobs

13 Days Ago
In-Office
Parkwood, WA, USA
Entry level
Entry level
Insurance • Financial Services
The Insurance Assistant Account Manager services customers by processing transactions, assisting with renewals, managing client files, and ensuring quality service standards are met.
Top Skills: Ams360ImagerightMS OfficeVertaforeWorksmart
22 Minutes Ago
Hybrid
2 Locations
195K-343K Annually
Senior level
195K-343K Annually
Senior level
Artificial Intelligence • Cloud • Machine Learning • Mobile • Software • Virtual Reality • App development
The Staff Software Engineer at Snap is responsible for developing software solutions, collaborating with teams, and innovating AR experiences.
Top Skills: Augmented RealitySoftware EngineeringTechnology
24 Minutes Ago
Hybrid
3 Locations
145K-160K Annually
Senior level
145K-160K Annually
Senior level
AdTech • Consumer Web • Digital Media • eCommerce • Marketing Tech
The position requires developing SPA functionality, collaborating with teams, leading technical discussions, and mentoring, focusing on modern web development.
Top Skills: CSSExpressGitGruntGulpHTMLJavaScriptJIRANode.jsScssTypescriptVueWebpack

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account