Insurance Commercial Lines Associate Account Manager

Full-time - Entry Level

Hybrid - Leesburg, FL

10,001+ employees

Professional, Scientific, and Technical Services

About the position

The Associate Account Manager for Commercial Lines is responsible for assisting the Account Managers with service needs on existing clients. Specific service responsibilities are assigned per guidelines, procedures, quality and service standards as stated by the agency.

Responsibilities

• Provide support to Account Managers on existing client accounts including but not limited to issuing certificates of liability insurance and evidences of property insurance.
• Processing and requesting policy changes within agency management system.
• Requesting loss runs for renewal marketing files.
• Preparing summaries of insurance.
• Assisting with premium collections.
• Answering client questions and concerns within breadth of insurance knowledge. Demonstrate willingness to ask for assistance from Account Managers if unsure of accurate response to client requests.
• Respond timely to client and/or Account Manager requests to deliver extraordinary client service and avoid potential E&O issues.
• Help maintain client accounts in Epic with a high degree of accuracy including proper documentation and following agency workflows.
• Maintain open activities for outstanding requests and follow-up on past due items. Respond to carrier requests for additional information in a timely manner.
• Participate in team meetings regularly with Account Managers and Client Advisor.
• Participate in continuing education and other training opportunities to develop knowledge and skills.
• Provide backup support to others as necessary and assigned by Management.
• Keep Account Managers fully informed of important occurrences on all accounts.
• Maintain a positive attitude and desire to learn.

Requirements

• High School diploma or equivalent required.
• Active 4-40 or 2-20 Insurance License (Florida).
• Minimum 1-2 years' experience in Commercial Lines Client Service.

Nice-to-haves

• Epic agency management system experience.

Benefits

• Competitive Compensation.
• Industry Leading Healthcare.
• Savings and Investments.
• Charitable Giving Programs.
• Hybrid work option available (2-20 licensees only).
• Opportunities for Growth.
• Parental Leave.
• Generous time away.