Associate Account Manager

Responsibilities

• Aid with commercial lines needs for the region, as needed
• Support Account Managers and Account Executives with day-to-day servicing of commercial accounts
• Handle routine client inquiries regarding policies, certificates, billing, and coverage changes
• Prepare and issue certificates of insurance, binders, and endorsements
• Manage policy changes, renewals, and cancellations in agency management systems
• Gather underwriting information and application materials
• Maintain accurate client files in accordance with agency procedures
• Ensure documentation meets regulatory and carrier standards
• Participate in internal quality control processes
• Aid with submission preparation and carrier follow-up
• Track renewal timelines and ensure documentation is processed
• Review policies for accuracy and request corrections

Qualifications

• A high school diploma or equivalent is required; an associate’s or bachelor’s degree is preferred
• 0–2 years of experience in insurance, customer service, or administrative support
• Commercial insurance exposure is preferred
• A Property & Casualty Insurance License is required or must be obtained within a specified timeframe
• Strong organizational skills and attention to detail are essential
• Excellent written and verbal communication skills are necessary
• The ability to manage multiple priorities and deadlines is crucial
• Proficiency in Microsoft Office and agency management systems is preferred

Pay

$75,000/yr

Schedule

This is an in-office position.

Benefits

• Company-paid life insurance, long-term and short-term disability
• Medical, dental, vision, and FSA/HSA plans
• 401(k) with company match
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection, and pet benefits
• Generous paid time off