Base pay range
$70,000.00 / yr - $90,000.00 / yr
Overview
We're growing and are looking to expand our team of talented Account Managers to join Associated. This is a career opportunity for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development.
Through the company's support and resources, you have the capability of becoming a leading contributor to our client's success and solutions.
Responsibilities
- Works closely with Producers and other Associated personnel on all aspects of client procedures.
- Makes major decisions independently in assisting producers by handling the marketing of new business and renewal submissions for new and existing clients and documents accordingly.
- Acquires understanding of clients' insurance objectives and analyzes and compares insurance plans to determine suitability.
- Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selecting markets, negotiating with underwriters, preparing proposals, processing policies, and reviewing issued policies for accuracy and endorsements.
- Documents conversations with clients and carrier representatives and updates Associated management systems when necessary.
- Acts as a liaison between clients and insurance carriers to resolve client service issues.
- Services client accounts by inputting and updating policy details and maintaining new / renewal client files.
- Develops new business from existing accounts and contributes to departmental production goals; identifies and follows up on cross-selling opportunities where appropriate.
Requirements
Resident P&C Producer LicenseMiddle Market Risk ExperienceAt least 3+ years of experience and demonstrated proficiency in an Account Management role in required lines / 5-10 years of experience in an Account Management roleContract and Lease Review ExperienceWorking knowledge of Microsoft Office (Outlook, Excel, PowerPoint)Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questionsDemonstrated proficiency with Applied Systems EpicBenefits
Bonus eligibilityHybrid work scheduleRobust dental and health benefits, including mental wellness, and pet insurance and time off perksAssociated Benefits information and other details about compensation and employment terms are provided in the job description.
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