The Account Manager Assistant (AMA) supports the team by handling administrative and operational tasks related to client accounts. This role focuses on internal processing, data management and coordination with carriers, helping ensure accuracy, compliance and efficiency throughout the policy lifecycle. The AMA works within the agency's management system (Epic) to maintain accurate records and support day-to-day servicing activities.
Work Performed:
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Assist with servicing personal lines business through data entry, documentation, policy updates, audits, premium comparisons and general account maintenance
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Support internal team members and coordinate with carriers to facility policy processing and resolve routine inquiries
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Prepare and process policy-related documents, including binders, ID cards, insurance summaries, proposals and certificates
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Provide administrative support for billing activities, including generating invoices, reconciling account discrepancies and monitoring outstanding payments
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Excellent communication, customer service and relationship management skills
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Strong attention to detail with the ability to manage competing priorities
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Proactive problem-solving and analytical abilities
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Comfortable working independently and as part of a collaborative team
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Proficiency with Microsoft Office Suite (Word, Office, Outlook)
Preferred Education & Experience
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Active Property & Casualty Insurance License (required, or must obtain within 30 days of employment)
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Experience with commercial lines insurance is preferred, but not required
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Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
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Understanding of agency workflows and procedures
Deeply Rooted to Serve
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For more information visit our website:
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance
