Account Manager Associate – Commercial Insurance

📋 Description

• Provide administrative and customer service assistance to the account team, Producer, and/or designated group of accounts.

• Operate with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer.

• Independently address moderately complex customer service issues and oversee smaller accounts or those with lower complexity.

• Maintain technical proficiency and industry knowledge.

• Aid in guiding the daily activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

• Manage customer service inquiries, policy administration, billing, claims, and coverage assessments.

• Oversee policy expirations and renewals.

• Conduct client research, collect underwriting information, perform loss run analysis, prepare submissions, assess and negotiate coverages and pricing, create and present proposals, bind coverage, and follow up for policy issuance.

• Execute tasks accurately and within specified timeframes.

• Assist in reviewing contracts to confirm that appropriate coverages are included.

• Track reports and take necessary actions on overdue accounts, collecting outstanding balances.

• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

• Monitor and uphold activity/suspense to guarantee timely completion.

• Maintain regular, clear communication with the account team regarding workload status and any potential issues.

• Provide exceptional service, proactively anticipate needs, and respond promptly to service requests.

• Stay informed about company policies and procedures.

• Seek and implement best practices to enhance individual and team performance.

• Exhibit integrity and leadership.

⛳️ Requirements

• Over 7 years of customer service experience in the insurance sector.

• Comprehensive understanding of insurance brokerage and client requirements.

• Active licensing is required; professional designation is preferred.

• Strong analytical, problem-solving, and decision-making abilities.

• Outstanding customer service, communication, multitasking, and organizational skills.

• Proficiency in MS Office (Outlook, Word, Excel).

• High School Diploma (or equivalent).

🏝️ Benefits

• Competitive salaries and bonus opportunities.

• Company-funded health insurance.

• Paid holidays, vacation time, and sick leave.

• 401K plan with employer matching.

• Opportunities for professional growth and career advancement.

• Respectful workplace culture and work/family life balance.

• Commitment to community service.

• Supportive colleagues and a fulfilling work environment.