Assistant Account Manager

Fulcro Insurance

Company Overview An Industry Leader in all lines of insurance, our client designs and places comprehensive insurance, bonding and employee benefit programs for your personal and business needs. We are looking for Assistant Account Manager (Personal Lines) Responsibilities Provide administrative support to the Personal Lines team.Assist with the management and issuance of insurance certificates requested by clients.Accurately and promptly process online payments.Review cancellation notices received from agencies, carriers, and premium finance companies.Prepare letters, binders, and general correspondence.Upload and maintain documents in the client's digital file.Address client needs and provides consistent follow-up.Serve as the primary point of contact for general customer service: answering coverage questions, processing changes, explaining payment plans, and more.Deliver high-level customer service at all times.RequirementsPrevious experience as an Assistant Account Manager or in a similar role within the insurance industry.Associate or Bachelor's degree (Business Administration preferred).Property & Casualty License (preferred).Knowledge of insurance products and industry regulations.Excellent communication, presentation, and negotiation skills.Ability to work independently, as part of a team, and under pressure.Strong command of English, both written and spoken.BenefitsNew Business Bonus (10% of the new business commission pool, subject to onboarding terms).100% covered medical, dental, and vision plan.Paid holidays.401K Retirement Plan.Life Insurance.Long-Term Disability Insurance.Paid day off on your birthday.One Wellness Day per year.Up to $500 reimbursement for your children's summer camp.Reimbursement for professional designations/courses related to the role.Parking reimbursement in Old San Juan.

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Assistant Account Manager

Fulcro Insurance

Updated 4 months ago
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Puerto Rico 500 Tiempo Completo 📅 hace 4 días

About this role

Company Overview

An Industry Leader in all lines of insurance, our client designs and places comprehensive insurance, bonding and employee benefit programs for your personal and business needs. We are looking for Assistant Account Manager (Personal Lines)

Responsibilities Provide administrative support to the Personal Lines team.Assist with the management and issuance of insurance certificates requested by clients.Accurately and promptly process online payments.Review cancellation notices received from agencies, carriers, and premium finance companies.Prepare letters, binders, and general correspondence.Upload and maintain documents in the client's digital file.Address client needs and provides consistent follow-up.Serve as the primary point of contact for general customer service: answering coverage questions, processing changes, explaining payment plans, and more.Deliver high-level customer service at all times.RequirementsPrevious experience as an Assistant Account Manager or in a similar role within the insurance industry.Associate or Bachelor's degree (Business Administration preferred).Property & Casualty License (preferred).Knowledge of insurance products and industry regulations.Excellent communication, presentation, and negotiation skills.Ability to work independently, as part of a team, and under pressure.Strong command of English, both written and spoken.BenefitsNew Business Bonus (10% of the new business commission pool, subject to onboarding terms).100% covered medical, dental, and vision plan.Paid holidays.401K Retirement Plan.Life Insurance.Long-Term Disability Insurance.Paid day off on your birthday.One Wellness Day per year.Up to $500 reimbursement for your children's summer camp.Reimbursement for professional designations/courses related to the role.Parking reimbursement in Old San Juan.

About the Company

Fulcro Insurance is a leader in the insurance industry, providing comprehensive insurance, bonding, and employee benefit programs tailored for personal and business needs.

Key Highlights

  • Full-time position with a daily salary of $500.
  • Responsibilities include managing insurance certificates and customer service.
  • Offers 100% covered medical, dental, and vision plans.
  • Additional benefits include a paid day off on your birthday and wellness reimbursement.

💡 Honest Take: This role is well-suited for entry-level candidates looking to gain experience in the insurance industry but may involve routine administrative tasks.

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