Associate Account Manager – Commercial Lines

Role Overview

• Collaborating closely with Producers and Associated personnel
• Assisting the Team Lead with various core functions of new and existing account management
• Assisting with putting together proposals
• Assisting with new and renewal submissions
• Assisting with marketing
• Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
• Completing and sending SL Forms
• Assisting with new and renewal supplements
• Entering new clients into Epic
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
• Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary

Requirements

• At least 3+ years of experience and proven proficiency in a Customer Service Representative role
• Required Resident P&C Producer License
• Highly functional in Applied Systems EPIC and Associated workflows and processes
• Knowledge of service standards and property and casualty policy coverage
• Proficient in Microsoft Word, Excel, and Power Point
• Excellent 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
• Detail orientated
• Ability to prioritize and work independently
• Ability to work in a team environment
• Demonstrates initiative with a willingness to learn and develop professionally

Benefits

• Hybrid work schedule
• Bonus eligibility