Associate Account Manager Position

Granite Insurance Agency

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Full-Time

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Granite Falls, North Carolina

Description

What we’re good at

We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long-lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matter to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork. This role has an extensive training program built in to help ensure you are successful as an Account Manager!

When You Join Us, You Can Expect

• Competitive compensation
• Work-life balance and employee well-being
• A supportive people-first culture and mindset
• A voice at the table to create constructive change and work on purposeful products
• Time dedicated to professional development

You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, act, and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently, and anticipate agency needs and client questions.

Position Responsibilities

• Work with other members of the team to manage daily operations
• Assist Account Managers with specific workflow processes to ensure client success
• Maintain client files and ensure proper documentation, by processing policies, endorsement changes, invoices, binders, audits, cancellation notices, certificates of insurance, documentation, activities, etc., according to agency guidelines
• Review incoming documents/contracts to ensure items are received as ordered.
• Identify a professional development track including certain industry designations (e.g. CISR, CIC, CRM, CWCA, and CPCU), and work toward earning identified certification(s) and/or designation(s).
• Participate, and bring progressive ideas to the organization, so that we can better help our clients succeed.
• Participate in any special projects and/or community functions

• Passion. This is the single most important characteristic within our organization.
• Associates degree from an accredited college, or equivalent combination of formal education and relevant work experience required.
• Experience and expertise operating in an electronic environment.
• Excellent automation skills, including, MS Outlook, MS Word, MS Excel, document management software, carrier proprietary systems, and phone systems.
• Time management, organization, and communication skills (verbal and written).
• High degree of self-motivation and self-direction.

Entry Level (0-2 years)

Required Education

None

Benefits

None

Compensation Commission