Associate Account Manager

Responsibilities

• Support Account Managers servicing Large Complex accounts
• Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes
• Prepare and issue certificates of insurance, binders, and endorsements
• Process 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
• Support 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 required; an Associate’s or Bachelor’s degree preferred
• 0–2 years of experience in insurance, customer service, or administrative support
• Commercial insurance exposure preferred
• Property & Casualty Insurance License required or ability to obtain within a specified timeframe
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office; agency management systems preferred

Pay

$75,000-$85,000/yr.

Schedule

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 and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
• Generous PTO