Associate Account Manager
Job Description
Responsibilities:
- Assist with commercial lines needs for the region, as needed
- Assist Account Managers and Account Executives with day-to-day servicing of commercial accounts
- Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes
- Prepare and issue certificates of insurance, binders, and endorsements
- Process policy changes, renewals, and cancellations in agency management systems
- Gather underwriting information and application materials
- Maintain accurate client files in accordance with agency procedures
- Ensure documentation meets regulatory and carrier standards
- Support internal quality control processes
- Assist with submission preparation and carrier follow-up
- Track renewal timelines and ensure documentation is processed
- Review policies for accuracy and request corrections
- High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
- 1–2 years of experience in insurance
- Property & Casualty Insurance License required or ability to obtain within a specified timeframe
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and deadlines
- Proficiency in Microsoft Office; agency management systems preferred
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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