Associate Account Manager - Middle Market

About the role

Join our Middle Market Commercial Lines team in our Wilmington, MA office on a hybrid work schedule. As an Associate Account Executive, you will service an assigned book of commercial business while mentoring under and assisting Account Managers and Producers with the workflow and servicing of multi-line accounts, in accordance with the practices, policies, and procedures of the Company.

Responsibilities

• Coordinate the handling and servicing of assigned accounts and provide support to assigned Account Managers and Producers.
• Work with one or more Assistant Account Managers to grow and develop delegation skills.
• Participate in additional trainings as directed by Manager.
• Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values.
• Process certificate of insurance requests and work with account team and lenders to ensure certificates are issued in accordance with financing agreements.
• Process premium financing quotations.
• Request and follow up with insurance carriers on policy changes/endorsements as directed by the Account Manager or Producer.
• Review policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
• Renew and maintain policies within agency management system, and update system with requested changes in coverage or exposure.
• Invoice premium transactions as directed.
• Obtain and provide loss reports from insurance carriers as requested.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance, and agency management system input of each account.
• Other responsibilities as assigned by Manager.

Requirements

• Related experience with commercial insurance.
• P&C Producer’s license.
• Experience with Microsoft Office products.
• Excellent organizational, interpersonal, and communication skills.
• Ability to work in a team environment.
• 2-5 years of relevant experience.
• High school diploma or equivalent.

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Pay

The expected salary range for this position is $25.65 an hour - $34.63 an hour and will be impacted by factors such as the successful candidate’s skills, experience, and working location.