Associate Account Manager - Personal Lines

Overview

Responsible for servicing an assigned book of Personal Lines 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 binders of insurance requests.
• Work with account team and lenders to make sure binders are issued in accordance with financing agreements.
• 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.

Qualifications

• Related experience with Personal Lines insurance.
• P&C Producer’s license.
• Experience with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

What We Offer You

• Youth and Family Services
• 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

Department

Account Management & Service

Required Experience

1-2 years of relevant experience

Required Travel

Negligible

Required Education

High school 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
• Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Eligible bonuses, equity and commissions for some positions

About the Role

We are proud to be a diverse and inclusive workplace. We celebrate the unique backgrounds, experiences, and perspectives of all our employees and are committed to creating a welcoming environment for everyone. We strive to ensure that our hiring practices are fair and equitable, and we welcome applications from candidates of all races, ethnicities, genders, ages, and abilities.

Pay

The expected salary range for this position is $21.49/hr to $31.25/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Schedule

Hybrid work schedule