Assistant Account Manager

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🔥 1 hour ago

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Logo of Dayforce

Dayforce

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform (from Ceridian) that unifies payroll, HR, benefits, workforce management (time and attendance, scheduling), talent management, and analytics into a single SaaS application. It is designed for enterprise customers to manage payroll and workforce processes in real time, support compliance, and optimize labor across organizations.

📋 Description

• Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business • Independent responsibility for servicing and retention of assigned customers/policies • Packages and markets applications to various carriers to obtain quotes • Negotiates prices, commissions, and/or coverages with carriers • Reviews policies, identifies deficiencies and determines appropriate level of coverage • Manages renewal process for expiring policies • Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts • May participate in client meetings to review coverage • Gathers information for applications • Prepares presentations and proposals for clients • Researches requests for information from underwriters • Composes correspondence to insured and/or underwriters • Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor • Prepares draft certificate templates for review and approval • Analyzes certificate requests and ensures clients needs are met • Inputs applications and creates letters, and other forms of correspondence • Binds insurance coverage and prepares insurance binders • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) • Other duties as assigned

🎯 Requirements

• Associate's Degree or equivalent combination of education and experience • Four (4) or more years related work experience • Excellent verbal and written communication skills • Excellent customer service skills, including telephone and listening skills • Good problem solving and time management skills • Intermediate typing skills (30-35 wpm) • Ability to work within a team and to foster teamwork • Proficient in Microsoft Office Suite

🏖️ Benefits

• Valid Insurance License • Must continue to meet Continuing Education requirements for license renewal

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