Customer Care Center - Associate Account Manager - Commercial Lines

About the role

The Customer Care Center is currently seeking an Associate Account Manager to support the agency management of client policies and assist account managers within an assigned regional team to service policyholder accounts.

Responsibilities

• Communicates with policyholders to request information for underwriting and agency file processes activities generated in EPIC (Agency Management System) to maintain accurate account information
• Maintains emails received in the Care Center, certificates, and Bond Outlook mailboxes, performs download process for Personal Lines and Bond transactions
• Gathers information from policyholders for endorsements, updates agency system, and submits to underwriting team for processing
• Prints audit letters and mails to policyholder on behalf of the agency
• Follows up on behalf of Account Manager on Loss Control recommendations
• Manages cancellation activity, including securing a signed LPR from the policyholder prior to submitting to underwriting team
• Issues Bond policies and certificates of Insurance

Requirements

• An active property and casualty insurance license is preferred; however, candidates will be required to obtain within 3 months of hire
• A high school diploma required, associate or bachelor’s degree preferred

Qualifications

• Ability and willingness to work in a team setting
• Strong time management skills
• Maintain a positive attitude
• Make efficient use of time
• Demonstrate an acceptable level of attention to detail
• Demonstrate an ability to develop positive relationships
• Demonstrate adaptability to new processes and procedures
• Collaborate and communicate effectively
• Apply problem-solving skills and decision-making skills
• Utilize the appropriate communication method for the situation - email, phone, transaction note, Teams, face-to-face or virtual

Skills

• Excellent communication skills
• Attention to detail
• Time management
• Teamwork
• Problem-solving
• Decision-making

Benefits

We offer a variety of benefits and amenities to enhance your talents and enjoy your career. These benefits include:

• Health and wellness programs
• Paid time off and holidays
• Flexible work arrangements
• Professional development opportunities
• Employee assistance programs
• Retirement savings plans

Schedule

This position is based at our Headquarters in Fairfield, Ohio.

Pay

The pay range for this position is $22.00 - $24.00 hourly. The pay determination is based on the applicant’s education, experience, location, knowledge, skills, and abilities. Eligible associates may also receive an annual cash bonus based on company and individual performance.