178 - Assistant Account Manager

Kennebunk Savings operates on the shared belief that Helping One Another Is the Right Thing To Do. Our Core Values– Trust, Integrity, Proactive and Empathy provide the guide posts for how we support that belief. They guide our day to day actions – from the way we build relationships, to how we make decisions and problem solve, to how we interact with one another. Our Core Values form the foundation of our culture. Embodying them forms the basis of what makes for a successful employee at Kennebunk Savings.

Scope of Work:

Under the guidance of the Personal Lines and/or Commercial Lines Team Leader, the incumbent is responsible for processing and assisting with retaining the book of business through direct contact with carriers and customers. In addition, they will assist account managers and agents in cross-selling business and providing direct customer support. 

Essential Functions (3):

Daily Processing

• Responsible for invoicing and reviewing all endorsements, renewals & audits and advising appropriate Personal Lines and/or Commercial Lines Agent of any discrepancies
• Accesses all carrier websites to retrieve necessary documents, policies and/or correspondence
• Assists with inputting new business applications into carrier rating platforms
• Performs follow-up on all non-pay cancellation notices and communicates information to appropriate agent and customer, when necessary

Agency Support

• Provides back-up to the agency staff including answering calls from clients, handling routine policy changes and certificate requests
• Provides direct client support if licensed

Administrative Support

• May be assigned to various projects such as bulk-letter mailings or renewal of large account certificates

Other Duties & Responsibilities:

• Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Certifications & Licenses:

• Not Applicable

Desired Knowledge, Skills & Abilities:

• Proficiency with Insurance Property & Casualty Coverages, Carriers & Products
• Displays high level of regard for trust and confidentiality
• Proficient in Microsoft Office Products and Carrier websites.
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve coverage issues as well as identify client needs.
• Prior knowledge of Insurance Requirements is preferred
• Ability to adapt to change

Desired Job Experience:

• Experience in the insurance industry is preferred
• Experience in a professional, service focused and fast-paced environment

Desired Education:

• High school or General Education Diploma

Working Conditions & Minimum Physical Requirements:

• Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards 
• Dexterity of hands and fingers to operate a computer and other office equipment
• Lifting and moving of moderately heavy objects on occasion
• Normally seated for extended periods of time

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.

Last Updated 01/24/23