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Associate Account Manager

Associate Account Manager

Pathfinder LL & D InsuranceSan Antonio, TX, US
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Job Title :

  • Associate Account Manager Company : Pathfinder Insurance Group Location : San Antonio, TX Job Type : Full-Time About Us : At Pathfinder, we pride ourselves on delivering exceptional insurance solutions tailored to meet the diverse needs of our clients.
  • As an independent insurance agency, we prioritize personalized service, innovative risk management strategies, and fostering lasting relationships with our customers.
  • Join our dynamic team and contribute to a culture of excellence and collaboration.

Position Overview :

  • We are seeking a detail-oriented and customer-focused Associate Account Manager to join our team.
  • In this role, you will manage and service a portfolio of commercial insurance accounts, ensuring our clients receive comprehensive and timely support.
  • Your ability to build strong relationships, provide expert guidance, and maintain accurate documentation will be key to your success.
  • Key Responsibilities :

  • Serve as the primary point of contact for assigned commercial clients, addressing inquiries and resolving issues promptly.
  • Process and manage policy renewals, endorsements, and cancellations.
  • Work closely with producers to identify client needs and recommend appropriate coverage options.
  • Review and analyze insurance policies, ensuring accuracy and completeness.
  • Assist clients with claims processing, providing guidance and support throughout the process.
  • Maintain up-to-date and organized client files within the agency management system.
  • Monitor and follow up on outstanding items such as payments, policy documents, and renewals.
  • Stay informed about industry trends, carrier products, and regulatory changes.
  • Qualifications :

  • Minimum of 2 years experience in commercial insurance, preferably within an independent agency.
  • Active insurance license in Texas.
  • Strong knowledge of commercial insurance products, markets, and underwriting guidelines.
  • Proficiency in using agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite.
  • Exceptional organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to multitask and prioritize in a fast-paced environment.
  • A customer-focused mindset with a commitment to delivering high-quality service.
  • Why Join Us?
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Supportive and collaborative team environment.
  • Flexible work arrangements, including remote options.
  • Recognition programs and a focus on work-life balance.
  • Pathfinder is an equal opportunity employer and values diversity in our workforce.   Powered by JazzHR
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    Associate Account Manager • San Antonio, TX, US

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