Assistant Account Manager Resume Samples

Description :

1. Reviewed and submitted new business accounts. Assisted producers with market selections, company placements and coverage selections.
2. Maintained and serviced individual book of business while assisting account managers as needed.
3. Reviewed client accounting history, responded to accounting inquiries, and corrected account discrepancies including assisting in collections on past due accounts.
4. Account representative (commercial property casualty and public entity).
5. Serviced individual book of business while assisting account managers as needed.
6. Relied on by account executive/ account manager to deliver quality client renewal proposals and account.
7. Part of the service team, assist account manager with all insurance clients, issue, renew and manage all requests relating to workers comp package insurance. I. E. Policies, endorsements, change requests, certificate issuance etc,.

Experience

10+ Years

Level

Senior

Education

Associate in Business

Description :

1. Manage multiple facilities maintenance projects at multiple locations on multiple accounts.
2. Managed my account team’s status report, consisting of more than 20 jobs, detailing every action item and due date to ensure hard deadlines were consistently met. This also included the project management, and coordination of internal and external assets and team members.
3. Prepare issues and sends out receipts, bills, policies, invoices, statements and checks.
4. Create various reports/spreadsheets in microsoft excel, powerpoint and word for weekly review by management.
5. Developed pricing plans to maximize margins for key accounts, resulting in maintaining an average 35% margin despite increased costs of production.
6. Maintain quality relationships with providers that promote consistent service delivery.

Experience

7-10 Years

Level

Executive

Education

Diploma

Description :

1. Provided special assistance to account executive/ account manager by providing quality customer care and to maintain a good working relationship with our clients.
2. Created look books and promotional packages for buyers and buying offices to market available merchandise and drive sales.
3. Obtain credit info on customers by determining eligibility requirements.
4. Increased monthly earnings from $8,000 to $20,000 in billable items by educating physicians about innovative products and changes to current products.
5. Deal directly with our clients on a daily basis. Handled billing and collection of all premiums as well as financing. Process audits and endorsements. Negotiate pricing and terms with company underwriters.
6. Serve as the primary customer contact for technical and commercial issues for those accounts and territories assigned. Work with engineers on all technical issues. Responsibilities included penetrating and developing existing customers and preparing the sales forecast. Report to sales business unit manager.
7. Assisted the sales manager, producers, and account managers in the professional liability department with clerical duties.

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Works in conjunction and cooperation with compliance and implementation departments to implement insurance benefit plans and HRIS programs for clients.
2. Knowledge of PPACA/ Healthcare reform and assists with making sure the client.
3. Provides ongoing client customer service to continually assure that benefit plans.
4. Analyze client claims and provide detailed documents for the client to utilize for budgeting and projection purposes for forthcoming renewals.
5. Efficient report writing in several HRIS systems with a strong knowledge of system limitations and understanding of the importance of coordinating the system for HR and payroll needs.
6. Strong ability to prioritize daily tasks with urgent client needs both in the office out of the office for client meetings.

Experience

5-7 Years

Level

Management

Education

BS

Description :

1. Keep correct time of employees, bid on cleaning contracts for clients, safety training, run crew made up of over 45 employees, conduct staff meetings, onboard new members when needed, oversee plans of cleaning operation and make sure plans are implemented daily for cleaning of refinery plant.
2. Oversee and operate state of the art global security operations center.
3. Supervise site staff, providing coaching, recognition and discipline within approved empowerment range.
4. Creating schedules, and ensure that job got done correctly.
5. Managing the security account relation for wake county public schools contract: 16th largest school district in the united states and 3 million dollar contract.
6. Manage day to day physical security operations. Provide direction to 70+ security officers, supervisors, and soc operators.
7. Develop and implement new policies and procedures that help improve the global safety and security department.
8. Perform personnel related duties including hiring, promoting, and terminations.
9. Provide personal security to high level executives and visiting heads of state to ensure they make it to meetings with the client executive team without delay.
10. Coordinate and/or conduct site-specific ojt, client specific training and annual refresher training for security personnel.

Experience

7-10 Years

Level

Management

Education

GS

Description :

1. Educated physicians and patients with any change regarding company policy and product.
2. Assisted with various accounting projects ( trust accounting entries reconciliation, research payroll, tax compliance ) interacted with external vendors.
3. Researched variety of solutions to issues for both physician and patients.
4. Resolve accounts issues, in turn, increasing physician confidence in contracting with.
5. Invoiced policies and endorsements, created letters to the insured, and prepared everything for mailing. Helped the account managers solve their accounting discrepancies.
6. Created proposals for new and renewal medical malpractice business and prepared them for presentation to the client.
7. Researched variety of solutions to issues for both physician and patients.
8. Participate in internal review of any customer complaints and develop corrective action plans.

Experience

10+ Years

Level

Senior

Education

BA

Description :

1. Assist agents with customers and transactions using creative problem solving skills and constant multitasking.
2. Main point of contact between the call center and our clients for all communication needs.
3. Create reports that track our daily and weekly metrics which are forwarded to all upper management in advanced central services.
4. Monitor calls for quality assurance and lead regular coaching sessions with all agents.
5. Attend daily and weekly management meetings and conference calls with clients.
6. Handling and administering customer service calls and inquiries related to workers comp and other line of business.
7. Standard of service as their veteran coworkers, while still meeting the unique needs of our client.
8. Continuing effort to enhance the quaility and productiveness of our service center.
9. Provide guidance to account supervisors on matters related to performance management, staffing/recruitment, training, hr compliance.
10. Backed up other assistants in the department when they were out of the office, and filled in at the front desk/switchboard.

Experience

7-10 Years

Level

Management

Education

MT, AA, Diploma

Description :

1. Process workers comp and liability certificates of insurance for customers.
2. Interact with carriers to process policy bind order, endorsements of change request, policy cancellation, and reinstatement.
3. Review for accuracy on all new and renewal policies and changes received on endorsements.
4. Provide unmatched customer service for independent, full service insurance agency.
5. Checked policies, reviewed notes made by the policy checker and ordered appropriate corrections.
6. Assist with the communication of policies, company announcements and job openings through a consistently updated read file at the site.
7. Provide superior customer service to customers by listening and explaining the contract policies.
8. As one of the account manager, Responsible for maintaining the relationship with the clients, execute all task in a timely manner and provide an exceptional customer experience. 

Experience

5-7 Years

Level

Management

Education

Associates, Diploma

Description :

1. Assist in marketing, analysis, and servicing of commercial insurance business.
2. Develop and produce submissions for marketing on renewal account to carriers.
3. Prepare proposals for renewal policies in accordance with coverages and limits.
4. Provide ongoing service to clients including binders, invoices, endorsements and certificates.
5. Check policies to assure that coverages and limits are as orders and that they match agency management system.
6. Process changes and renewals through communication with the insured, insurance companies, and producers.
7. Ensure accurate and complete claims processing by performing all billing functions.
8. Responsible for a variety book of business shared with account manager.
9. Responded to client needs by producing certificates, evidence of insurance forms, policies and other related items.
10. Maintained controls on renewal expirations achieving 80% before effective date.

Experience

5-7 Years

Level

Management

Education

Diploma

Description :

1. Responsible for improving customer relations and improving the monthly revenue and profitability of the contract accounts that are managed by me.
2. Responsible for the daily operations of various Towne-Park valet and self parking management locations 
3. Routed trucks with routeview computer program then changed over to Des Carte Cube route.
4. Routed daily deliveries for 10 to 15 trucks covering the states.Setup the logistics, manpower and equipment for client satisfaction.
5. Planned and organized major guest events in the Baltimore neighborhood of Harbor East.
6. Responsible for all duties associated with dealer service activities including the scheduling and coordination of orders, production and shipment times of product to dealers.

Experience

7-10 Years

Level

Management

Education

GS