Associate Account Manager - Commercial Lines

Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.

About The Job

The Associate Account Manager role entails collaborating closely with Producers and Associated personnel and assisting the Team Lead with various core functions of new and existing account management.

Associate Account Manager Duties And Responsibilities, Include

• Assisting with putting together proposals
• Assisting with new and renewal submissions
• Assisting with marketing
• Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
• Completing and sending SL Forms
• Assisting with new and renewal supplements
• Entering new clients into Epic
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
• Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary

• At least 3+ years of experience and proven proficiency in a Customer Service Representative role, Required
• Resident P&C Producer License, Required
• Highly functional in Applied Systems EPIC and Associated workflows and processes, Required

• Knowledge of service standards and property and casualty policy coverage
• 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 orientated
• Ability to prioritize and work independently
• Ability to work in a team environment
• Demonstrates initiative with a willingness to learn and develop professionally

• Click HERE for benefits
• Hybrid work schedule
• Bonus eligibility
• $70,000 - $80,000