Associate Account Manager – Commercial Lines
Associated Insurance Agencies, Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- Collaborating closely with Producers and Associated personnel and 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceaccount managementproposal developmentpolicy documentationdata entrypolicy coverage knowledgedetail orientationindependent workteam collaborationinitiative
Soft Skills
written communicationverbal communicationlisteningclarificationresponsivenessprioritizationprofessional developmentadaptabilityproblem-solvingcollaboration
Certifications
Resident P&C Producer License