Description
We’re growing and are looking to expand our team of talented Account Managers to join associated!
Outstanding 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.
Our ideal candidate: is a self-starter with 3-5 years of experience as an Account Manager in an insurance setting, with a working knowledge of agency management systems such as EPIC. Will manage a book of business that is mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.
The Role- What you’ll do as a Commercial Lines (P&C) Account Manager:
To perform this job successfully, the applicant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Works closely with Producers and other Associated personnel on all aspects of client procedures.
- Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document 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, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
- Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
- Act as a liaison between clients and insurance carriers to resolve any client service issues.
- Servicing the needs of 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 when appropriate.
Requirements
- Resident P&C Producer License
- Middle Market Risk Experience
- At least 3+ years of experience and demonstrated proficiency in a Account Management role in required lines/3-5 years of experience in an Account Management role
- Contract and Lease Review Experience
- Working knowledge of Microsoft Office - Outlook, Excel and 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 questions
- Demonstrated proficiency with Applied Systems Epic
Associated Benefits:
- Click HERE for Benefits
- Bonus eligibility
- Salary $85,000 - $105,000
- Hybrid work schedule
- #Li-hybrid
Skills Required
- Resident Property and Casualty Producer License
- Middle Market Risk Experience
- At least 3 years of experience in an Account Management role, preferably 3-5 years in the required lines
- Contract and Lease Review Experience
- Working knowledge of Microsoft Office, Outlook, Excel, and PowerPoint
- Good written and verbal communication skills, including the ability to communicate with clients and agency personnel
- Demonstrated proficiency with Applied Systems Epic
What We Do
Associated Agencies is a privately-held insurance and risk management firm that provides customized insurance plans and ongoing risk management services to businesses and individuals nationwide, offering products such as employee benefits, property, and casualty insurance.
