1. Employment Profile: What exactly does a n Assistant to Account Manager do? |
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 What field is your job in?
Insurance - Customer Service
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What is your job title?
Assistant to Account Manager
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
It is a small private insurance agency with around 25 employees.
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How long have you been employed in this position?
2 years at this position, 3 years with this company
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How many hours do you work a week on average?
40 hours
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Please provide a BRIEF description of your duties and responsibilities. (job description)
Process renewals, endorsements, certificates, state certificate filing, cancellations, renewals, and general customer service.
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What was your gross income last year? Please include any bonuses or incentives received.
26000
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
26000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
16 days vacation, HSA health insurance, Dental insurance
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Do you feel you are under/well/over compensated at your current position?
under compensated
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I work with others on a daily basis, working directly under my boss. I like working with my boss, but I do not like the other people who I do not directly work with but who just work in my same office. I find them to be unmotivated and not very hard workers.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
No
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
Office. I like working in an office environment so that I can concentrate on my own work.
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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3 Income
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7 Work Environment - co-workers
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2 Work Environment - supervisors
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4 Benefits
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5 Hours
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6 Level of responsibility
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1 The actual "work" you do at your job
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8 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Have some experience in the insurance industry and some customer service experience. An insurance license would be helpful but not required.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
Very good organizational skills and be somewhat tech savvy. You would be dealing with a lot of paperwork and having to work on computers, so these two skills are vital.
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Do you feel that you need a certain level of education or training to be successful in your job?
Some financial knowledge would be helpful, but not specific training is required.
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What advice would you give to someone who was about to start work in your position/ line of work?
Try to get a job as a receptionist at an insurance agency and then try to work your way up.
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