Associate Account Manager
Core
Primary point of contact for clients, performing routine service tasks including policy issuance, claims support, and data management under supervision.
Role type
Associate Account Manager (Insurance)
Builds
Insurance policies, claims documentation, and client service records
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Active Property & Casualty Producer License, Microsoft Office (Word, Outlook, Excel), mathematical calculations, policy review, system data entry
Preferred skills
Applied Systems / EPIC experience, CPCU certification, industry trend knowledge
Technologies
Applied Systems / EPIC
Responsibilities
Service accounts including quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, and follow-up; Respond to client inquiries and company requests; Collect renewal data; Review new/renewal policies and endorsements; Maintain accuracy of client data in agency management system; Document all activities in agency management system; Assist other agency departments in securing information for mutual clients; Keep Producers informed of account activities; Keep current with industry trends and underwriting requirements
Seniority
Entry-level, supervised IC