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Welling Young, LLC Linkedin · Posted 1mo ago

Associate Account Manager

Dallas, Texas, United States

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Indexed description

Position Title: Account Manager

The Account Manager will provide critical support to an account manager and the VP of Underwriting and Client Service, ensuring the smooth execution of underwriting strategies, processing incoming submission requests and tasks, and ability to communicate with producers to manage existing and new requests through a rapid clearance process.

This role requires a proactive, organized, and detail-oriented professional with a foundation in commercial property and casualty insurance to work in a fast-paced environment with a keen attention to detail.


Key Responsibilities:

  • Process requests from VP of Underwriting and Client Service, Account Managers, brokers (wholesale and facultative) and internal stakeholders.
  • Coordinate and track business submissions, renewals, endorsements, and reinsurance certificates.
  • Maintain accurate records of broker activity, submission statuses, pending quote status, FAC certificate status, and ongoing follow activities.
  • Handle policy administration tasks, including binding, issuing, and servicing accounts in coordination with underwriting assistants (UWAs) and operations personnel.
  • Provide insights on industry trends, competitor activity, and market conditions to support business development planning.
  • Assist in development and implementation of processes and best practices
  • Manage follow-ups and deliverables from meetings, ensuring deadlines are met and communications are professional and timely.


Qualifications:

  • 3-5+ years of experience in commercial insurance, underwriting, account management, or client servicing role.
  • Strong understanding of property insurance concepts, including commercial property and E&S markets.
  • Exceptional organizational skills with the ability to manage multiple priorities under tight deadlines.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word) and familiarity with underwriting systems, preferably IMS/MGA Systems
  • Excellent communication and relationship management skills.
  • Ability to work independently and as part of a high-performing, fast paced team.

Bachelor’s degree preferred; insurance designations (CPCU, ARM, or similar) a

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