Assistant Account Manager

All Open Positions Conshohocken, Pennsylvania New York, New York


Lamb is the leading insurance broker for social service organizations. Dedicated exclusively to non-profits and social service organizations nationwide, Lamb provides property, casualty, employee benefits and risk management solutions to organizations of all sizes.

Lamb is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees. Lamb has been recognized as one of the best places to work in New York City and we are proud of our culture!

The Assistant Account Manager will be assisting Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.

Job Responsibilities:

  • Responsible for the timely and accurate completion of renewal tasks as assigned by the Account Manager.
  • Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing as requested by the Account Managers.
  • Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals and create loss summaries.
  • Research/investigate issues as needed (for instance, Experience Modification Factor changes)
  • Set up new clients in Epic as necessary
  • Transmit insurance policies to clients. As experience grows, check the policies for accuracy prior to transmitting.
  • Continuous, clear, and professional verbal and written communication is necessary with clients, carriers, and internal team members. Other similar tasks, as assigned.
  • As experience grows, begin servicing and renewing some smaller accounts.
  • Responsible for learning, understanding and adhering to our internal timelines, protocols and workflows.

Job Requirements:
  • 4 year College Degree, preferred
  • Current P&C License, preferred
  • Prior experience working within Epic or another Agency Management System, preferred.
  • Experience with workers compensation, general liability, auto liability, professional liability, property insurance coverages, preferred
  • Highly comfortable with using various types of computer technology in a fast-paced environment, including strong usage of Excel.

Lamb Insurance Services is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity, or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.