Senior Account Manager

About the role

Associated is one of the top privately-held insurance and risk management firms in the country, assisting businesses and individuals with their insurance needs, including property, casualty, and employee benefits. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers. We are seeking a seasoned Senior Account Manager to join our Commercial Lines Department and contribute to our growing team. As a pivotal member, you will leverage your expertise in insurance products and client relationship management to deliver exceptional service and strategic guidance to our valued commercial clients.

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 document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service 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.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Service 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

• Illinois Property and Casualty License, Required
• 3-5 Years as an Account Manager with mid to large sized commercial lines experience, Required
• Demonstrated ability to manage a large book of business
• Able to work independently with little guidance from Team Lead, Required
• A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required

Skills

• Knowledge of service standards and property and casualty policy coverage
• Highly functional in Applied Systems EPIC
• Proficient in Microsoft Word, Excel and Power Point
• Excellent 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
• Detail oriented
• Ability to prioritize and work independently
• Ability to work in a team environment

Benefits

• Hybrid work schedule
• Bonus eligibility

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