Assistant Account Manager – Voluntary Benefits

This is a fully remote position, open to applicants in Connecticut, +9 more states.

📋 Description

• Deliver exceptional customer service while supporting Producers by managing existing accounts and pursuing new business opportunities.

• Maintain and preserve assigned customer relationships and their respective policies.

• Package and promote applications to carriers to secure quotes.

• Negotiate pricing, commissions, and/or coverage options with carriers.

• Evaluate policies, identify gaps, and determine suitable coverage levels.

• Oversee renewals for policies approaching expiration.

• Review client accounting histories, address inquiries, rectify discrepancies, and collect overdue accounts.

• Engage in client meetings to assess coverage options.

• Compile application information.

• Create client presentations and proposals.

• Investigate underwriter information requests.

• Draft correspondence to insured parties and underwriters.

• Assist in developing renewal and new-business marketing strategies.

• Prepare draft templates for certificates.

• Analyze certificate requests to fulfill client requirements.

• Enter applications and generate letters and other correspondence.

• Bind insurance coverage and prepare insurance binders.

• Ensure complete and accurate data within the agency management system.

⛳️ Requirements

• Associate's Degree or a comparable combination of education and experience.

• Minimum of four (4) years of relevant work experience.

• Expected to fulfill Career Path requirements as outlined by the supervisor.

• Valid Insurance License is required.

• Must consistently meet Continuing Education requirements for license renewal.

• Strong verbal and written communication abilities.

• Excellent customer service skills, including effective telephone and listening capabilities.

• Proficient problem-solving and time-management skills.

• Intermediate typing skills (30–35 wpm).

• Ability to collaborate within a team and promote teamwork.

• Proficient in Microsoft Office Suite.

🏝️ Benefits

• Continuing Education requirements for license renewal.

• Encouragement to fulfill Career Path requirements as communicated by the supervisor.