Associate Account Manager

Posted Yesterday
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Farmington, UT, USA
In-Office
Mid level
Insurance • Professional Services • Software • Financial Services
The Role
Supports account teams by coordinating client projects, internal service teams, timelines, status reports, budgets, estimates, billings, meetings, and project workflows. Communicates with clients, prepares agendas and conference reports, proofs documents, manages brand guidelines, and assists with promotional planning, new business presentations, and special projects. Requires 2–4 years of agency experience, strong organization and communication skills, marketing and advertising knowledge, and proficiency with Microsoft Office and Adobe documents.
Summary Generated by Built In

Job summary:

The Associate Account Manager role is to facilitate the work of the account team assigned to a set group of clients by project-managing and communicating with internal service teams to produce work on time and within budget. Associate Account Manager's assist with routine status reports, project plans, scope and budget monitoring, and monthly billings to drive agency activities, profitability, and inform the client. High standards for accuracy and professionalism are expected.

Let’s talk job responsibilities:

  • Meeting preparation: creates agendas, ensures work is ready from agency team, prepares discussion documents, chronicles decisions and action items into a conference report
    •    Develops project plans, timelines, status reports for internal and client needs
    •    Interfaces with clients as required by Account Manager or Supervisor
    •    Assists the Account Manager or Account Supervisor in developing estimates for work, managing monthly billing in conjunction with Accounting department and Account Manager/Supervisor
    •    Handles logistical arrangements for client meetings and internal team meetings
    •    Manages the work flow of team projects to/from service departments
    •    Develops proficiency in understanding the clients’ brand guidelines, project background, and other details; proofs documents and versions before moving them to the next stage
    •    Other core responsibilities include preparation of client needs for Operations/Service areas, participation in preparation of materials for promotional planning, new business presentations and special projects
    •    Other duties as assigned

Your experience and skills:

  • 2-4 years of agency experience
    •    Basic understanding of marketing and advertising terms and processes
    •    Must be organized and administratively excellent in handling projects and communication.
    •    Good grammar and spelling skills
    •    Highly proficient in Word, Excel, PowerPoint and Adobe documents for mark up
    •    Strong interpersonal skills

    Here at TA we welcome and embrace diversity. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, and on the basis of disability.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • 2–4 years of agency experience
  • Basic understanding of marketing and advertising terms and processes
  • Strong organization and administrative project-handling skills
  • Strong communication and interpersonal skills
  • Good grammar and spelling skills
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Adobe documents for markup
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The Company
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

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