Now Hiring - Dillingham Insurance - Commercial Lines Assistant in Oklahoma City, OK

Full description of the position

Service, Growth, Transparency, Innovation For over 97 years, Dillingham Insurance has strived to be the best workplace for our employees, and partner for clients and carriers, while encouraging a family-atmosphere that enables people, businesses and communities to grow. We help people and businesses who are exhausted by impersonal and confusing insurance options, through personalized consulting and transparent, thoughtful, and comprehensive insurance solutions that are easy to understand, while still delivering results. We offer business insurance, group benefits, personal lines, and human resource solutions from both foreign and domestic markets to our clients of all sizes across the United States. If you are looking for a company with genuine care and concern for its employees, a commitment to excellence, and a culture of growth and innovation, consider joining the Dillingham Team. * Previous experience in commercial insurance, customer service, or administrative roles (insurance industry experience preferred but not required). * Strong organizational and time-management skills, with the ability to prioritize and manage multiple tasks simultaneously. * Excellent communication and interpersonal skills with a focus on client service and satisfaction. * Attention to detail and accuracy in processing paperwork and handling administrative tasks. * Proficiency in Microsoft Office (Word, Excel, Outlook) and experience with insurance management software (preferred). * Willingness to learn and develop a career in the insurance industry. Preferred But Not Required * Bachelor's degree * Experience with insurance products such as property, casualty, liability, or specialty lines. * Relevant state insurance licenses or willingness to obtain them. Physical Demands: * The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. * While performing the duties of this job, the employee is regularly required to talk or listen. The employee frequently is required to stand, walk; sit for extended periods of time, use hands to finger, handle or feel; and reach with hands and arms. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The Assistant Commercial Account Manager supports the account management team in handling a portfolio of commercial insurance clients. The Assistant Commercial Account Manager will work closely with Senior Account Managers and Producers to assist in managing client needs, processing policy documents, and providing day-to-day administrative support. Key Responsibilities: Administrative Support: * Assist in managing a portfolio of commercial insurance accounts by supporting account managers with administrative tasks such as processing renewals, endorsements, certificates of insurance, and policy changes. * Prepare and verify accuracy of insurance documents, including binders, policies, and invoices before delivering them to clients. * Handle routine correspondence with clients and carriers, ensuring timely responses to inquiries and requests. Client Service: * Provide exceptional customer service by responding promptly to client inquiries and working closely with the Account Management team on proper responses when and if needed. * Support Account Managers in submitting client claims by gathering necessary documentation, submitting forms, and following up with carriers to ensure timely resolution, as directed. * Assist in gathering client information for account reviews and policy renewals, ensuring that all necessary information is accurate and up to date. Policy Processing & Documentation: * Process and track applications, endorsements, and policy renewals, ensuring that all paperwork is completed accurately and submitted within deadlines. * Assist with the preparation of proposals, summaries of insurance, and other client-facing documents, ensuring accuracy and professionalism. * Maintain detailed records of client accounts and interactions in the agency management system, ensuring compliance with company and industry standards. * Adhere to the Dillingham Commercial workflows as it relates to the proper process and procedures related to documentation saved in Epic (Applied Systems). Support Account Management Team: * Work closely with Account Managers and Producers to assist in the preparation and delivery of insurance solutions to clients, including gathering information for new business quotes. * Provide backup support when account managers are unavailable, including attending to urgent client requests and processing last-minute policy changes or claims submissions. * Participate in client meetings and calls as requested, providing support with follow-up tasks and document preparation. Relationship Building: * As directed by the Manager or Producer, establish, and maintain strong relationships with clients and carriers, fostering trust and open communication. * Collaborate with team members to ensure a seamless client experience and improve overall account management processes. Education & Professional Development: * Stay updated on industry trends, insurance products, and regulatory changes by participating in training programs, seminars, and other professional development activities. * Take steps to obtain relevant state insurance licenses and certifications (if not already licensed) to support ongoing career growth.