About the role

  • Coordinate the servicing of assigned accounts with the Account Manager
  • Enter data as required by insurance company automation systems
  • Provide support to the Account Manager on pre-renewal processes
  • Handle correspondence and the clerical processing of accounts including applications and computer input of each account
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
  • Review and process change requests in the agency management system
  • Check policies and endorsements for completeness and accuracy.
  • Prepare policies for policy check and delivery to clients
  • Maintain an accurate suspense system on all items that require a response
  • Responsible for scanning/electronic filing of communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Other responsibilities as assigned by Account Manager

Requirements

  • 2 years of insurance background or work in a professional office environment
  • Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel, etc.)
  • Ability to organize large volumes of information and set priorities
  • Aptitude for details with consistency in follow-up
  • Ability & desire to take ownership of role expectations with accountability to internal and external clients
  • Intermediate insurance knowledge with proven ability to apply same to your daily work
  • Strong verbal and written communication skills

Benefits

  • Medical, Dental, and Vision (PPO, HMO, and HSA)
  • Comprehensive Wellness Program
  • 401(k) Retirement Plan
  • Life and Disability Plans
  • Vacation, Holiday, Sick, and Personal Time Off
  • Pet Insurance
  • Comprehensive Onboarding Program
  • Continuing Education / Personal Development Programs
  • Flexible Work Arrangements
  • Employee Engagement Events
  • Dress for Your Day
  • Dress-Code
  • Service Awards

Job title

Associate Account Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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