Commercial Lines Associate Account Manager

About the Role

The Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention.

Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC
• Summarize loss history
• Summarize current programs and expiring exposures
• Leverage templates and system-generated letters to draft proposals, stewardship reports, and other presentations/reports related to large and complex clients with guidance from an Account Manager or Account Executive
• Create premium billing allocations and review carrier invoices
• Coordinate and finalize policy and endorsement checks; review coverages and identify differences
• Coordinate audits and effectively resolve audit disputes
• Document and process cancellations and non-renewals
• Order loss runs, generate proofs, and review endorsements and audits

Requirements

• 0-2 years’ experience in Commercial Property and Casualty
• Licensed or obtaining state Property & Casualty insurance license

Skills

• Knowledge of Excel, Word, and other MS Office products, including basic formatting
• Able to learn coverage fundamentals
• Dedicated to meeting the expectations and requirements of co-workers and clients
• Able to quickly find common ground and solve problems
• Seeks to obtain industry information, new product knowledge, coverage, and technology to continuously improve performance
• Strong written, oral, and interpersonal communication skills
• Able to follow a well-established set of activities and/or processes to derive solutions
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery
• Works to achieve stated objectives and delivers results under the close direction of a senior team member

Qualifications

• High School Diploma or equivalent

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion are typically required every day, while walking and standing are required occasionally.