Associate Account Manager

About the role

This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests.

Responsibilities

• Manage existing small agency partnerships for production, growth, and profitability
• Maintain and respond to communication via email or phone with current and prospective insurance agents
• Serve as the partner’s client support by guiding them to success in their program, troubleshooting and resolving all questions or concerns with urgency
• Execute onboarding, including system setup and training of a new partner on systems, processes, and promotional techniques
• Identify and execute on additional opportunities for training, engagement, and growth based on the unique needs of each partner using JM's account management practices
• Utilize Salesforce at organizational direction to build strong, accountable engagement tracking
• Maintain timely partner checkpoints to ensure ongoing compliance with brand standards, regulatory requirements, and partner contracts
• Cross-functionally coordinate marketing materials and any technical requirements in support of the relationship

Requirements

Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements. Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).

Qualifications

• HS diploma or GED
• 1-2 years of customer-facing experience
• Experience with the MS Office Suite
• Completion of an advanced degree program is desirable

Skills

• Strong communication skills at all levels including the ability to inform, educate, negotiate, and persuade
• A team-player who is energetic, flexible, collaborative, proactive
• Keen eye for new opportunities to diversify distribution channels at the partner level
• Strong relationship builder
• Ability to measure incremental success toward overarching goals

Benefits

Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.

Pay

Competitive compensation and benefits package.

Schedule

Flexible work schedule to accommodate the needs of the small agency partners.