Associate Account Manager Position

Position Responsibilities

• Work with other members of the team to manage daily operations
• Aid Account Managers with specific workflow processes to ensure client success
• Maintain client files and ensure proper documentation, by processing policies, endorsement changes, invoices, binders, audits, cancellation notices, certificates of insurance, documentation, activities, etc., according to agency guidelines
• Review incoming documents/contracts to ensure items are received as ordered
• Identify a professional development track including certain industry designations (e.g. CISR, CIC, CRM, CWCA, and CPCU), and work toward earning identified certification(s) and/or designation(s)
• Participate, and bring progressive ideas to the organization, so that we can better help our clients succeed
• Participate in any special projects and/or community functions

Qualifications & Education

• Passion. This is the single most important characteristic within our organization.
• Associates degree from an accredited college, or equivalent combination of formal education and relevant work experience required.
• Experience and expertise operating in an electronic environment.
• Excellent automation skills, including, MS Outlook, MS Word, MS Excel, document management software, carrier proprietary systems, and phone systems.
• Time management, organization, and communication skills (verbal and written).
• High degree of self-motivation and self-direction.

Benefits

None

Compensation

Commission