Associate Account Manager, Commercial Lines

Responsibilities: 

• Maintain current book of business, including but not limited to: 

• Provides timely, professional, accurate, communication to client, team, carrier representatives and underwriters. 

• Maintains current knowledge of lines of coverage and products. 

• Ability to make decisions independently based on knowledge of insurance products and utilizing professional judgement. 

• Maintains required electronic files accurately and consistently. 

• Will work in a high communication role with Team and drive activities based on reports and initiatives of the week. 

• Issue auto ID cards 

• Process policy changes/endorsements 

• Process cancellations/reinstatements 

• Prepare loss history: Request loss runs from companies and complete loss summary as needed. Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business. 

• Maintain Certificate of Insurance List and create master template for COI’s. 

• Coordinate with 3rd Party Vendor for issuance of COI’s and Evidence of Insurance. 

• Insurance Requirement Review, including procuring quotes for endorsements and additional coverages as needed. 

• Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes. 

• Review company audits for accuracy and follow up on additional premiums as required according to best practices. 

• Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately. 

• Ability and willingness to acquire additional education and certifications as required for position. 

• Perform other duties as required and/or assigned. 

Requirements: 

• Excellent project management, time management and prioritization skills. 

• Knowledge of business English, proper spelling, grammar, and punctuation. 

• Attention to detail and commitment to a high level of accuracy. 

• Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels. 

• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people. 

• Excellent skills in reliability, initiative, and stress tolerance. 

• Enjoys a fast- paced work environment. 

• Ability to perform in a professional appearance and manner. 

• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives. 

• Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines. 

• Demonstrate effective written and verbal communication with executives, management, sales, and operations staff. 

• Ability to actively listen, work independently, problem solve with minimal assistance and use discretion surrounding sensitive information. 

• Competent and proficient understanding of the Microsoft Office suite. 

Education, Certificates, Licenses, Registrations: 

• 2 years of experience in Property & Casualty Insurance preferred 

• High school diploma or equivalent 

• Valid Property & Casualty Insurance License required in state of residence. 

• Maintain continuing education requirements for state licenses and/or designations.