Commercial Lines Account Manager
About the role
We’re growing and are looking to expand our team of talented Account Managers to join Associated! This is an outstanding career opportunity for an independent and dynamic individual eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our clients’ success and solutions. A career with Associated means an opportunity with an employer that offers: Stability – 130‑year‑old privately held insurance brokerage and risk advisory firm; Culture – We are committed to creating a family‑oriented environment; Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers; A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years; Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs; Access to senior leadership – Intentional communication strategy that includes virtual and in‑person engagement with an emphasis on feedback from the team.
Responsibilities
- Works closely with Producers and other Associated personnel on all aspects of client procedures.
- Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and documenting accordingly.
- Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
- Proactively reviews and services client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
- Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
- Acts as a liaison between clients and insurance carriers to resolve any client service issues.
- Services the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
- Develops new business from existing accounts and contributes to departmental production goals; identifies and follows‑up on cross‑selling opportunities when appropriate.
Requirements
- Resident P&C Producer License
- Middle Market Risk Experience
- At least 3+ years of experience and demonstrated proficiency in an Account Management role in required lines/5‑10 years of experience in an Account Management role
- Contract and Lease Review Experience
- Working knowledge of Microsoft Office – Outlook, Excel and PowerPoint
- Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
- Demonstrated proficiency with Applied Systems Epic
Benefits
- Robust dental and health benefits (includes mental wellness)
- Pet insurance
- Time off perks
Pay
Salary range: $70,000–$90,000 per year, with bonus eligibility.
Schedule
Hybrid work schedule.