Associate Account Manager, Commercial Lines

About the role

You will maintain a current book of business in a high-communication team environment, driving activities based on weekly reports and initiatives.

Responsibilities

• Provide timely, professional, and accurate communication to clients, team members, carrier representatives, and underwriters.
• Maintain current knowledge of insurance products and lines of coverage.
• Make independent decisions using professional judgment and insurance product knowledge.
• Maintain accurate and consistent electronic files.
• Issue auto ID cards and process policy changes, endorsements, cancellations, and reinstatements.
• Prepare loss history by requesting loss runs, completing loss summaries, and evaluating loss analysis for accuracy.
• Maintain a Certificate of Insurance (COI) list and create master templates for COIs.
• Coordinate with third-party vendors for COI issuance and Evidence of Insurance.
• Review insurance requirements, procure quotes for endorsements, and secure additional coverages as needed.
• Check policies against proposals/applications in the management system for accuracy and update as needed.
• Review company audits for accuracy and follow up on additional premiums according to best practices.
• Respond to client calls and emails regarding service issues and product queries quickly and accurately.
• Acquire additional education and certifications as required for the position.
• Perform other duties as assigned.

Requirements

• Excellent project management, time management, and prioritization skills.
• Strong knowledge of business English, proper spelling, grammar, and punctuation.
• High attention to detail and commitment to accuracy.
• Ability to establish and maintain professional relationships with diverse individuals and coworkers at all levels.
• Demonstrated moral character, honesty, tact, fairness, and desire to help others.
• Strong reliability, initiative, and stress tolerance.
• Enjoys a fast-paced work environment.
• Professional appearance and demeanor.
• Ability to contribute to a collaborative environment through teamwork, motivation, and positive behavior.
• Self-motivated and driven with a sense of urgency to meet deadlines.
• Effective written and verbal communication with executives, management, sales, and operations staff.
• Active listening skills, ability to work independently, problem-solve with minimal assistance, and discretion with sensitive information.
• Competent and proficient understanding of the Microsoft Office suite.

Qualifications

• High school diploma or equivalent.
• Valid Property & Casualty Insurance License required in state of residence.
• Maintain continuing education requirements for state licenses and/or designations.
• 2 years of experience in Property & Casualty Insurance preferred.
• Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.