Associate Account Manager – Public Entity

Role Overview

• Performs more routine responsibilities and are primary points of contact for the clients they oversee, while working under direct supervision.
• Supports and informs coverage strategy and plan and applying principles of insurance and applies to everyday situations.
• Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
• Respond to client inquiries, incoming mail, and company request needs on a timely basis.
• Supports and informs coverage plans as necessary.
• Insurance marketing and sales.
• Collect renewal data on assigned accounts. Claims support.
• Review new/renewal policies and endorsements to insure items were received as ordered.
• Maintain accuracy of client data in agency management system (Applied Systems / EPIC).
• Document all activities in agency management system (Applied Systems / EPIC).
• Understand and utilize upload, download and interface technology.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Keeping Producers informed of all important activities on their accounts including being sensitive to potential problems and informing management.
• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.
• Maintain knowledge of current underwriting requirements of contracted insurance carriers.
• Maintain knowledge of policy provisions and any changes in these provisions.
• Complete other functions and assignments as assigned including back-up duties.

Requirements

• Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date.
• Strong organizational skills
• ability to prioritize and be proactive.
• Computer skills, specifically Microsoft Word, Outlook and Excel
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages.
• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form.
• Applied Systems / EPIC experience a plus.
• High School diploma required, Associate Degree or higher preferred.
• CPCU or special training course completion a plus.

Benefits

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away