Associate Account Manager - ProEx
Core
Early-career professional supporting management and service of a defined book of business in Management Liability, Cyber, and Professional Liability lines.
Role type
Associate Account Manager (AAM)
Builds
Client renewals, policy documentation, and mid-term service requests
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
organizational skills, time management, attention to detail, critical thinking, proficiency with Microsoft Office
Preferred skills
willingness to learn new systems, entrepreneurial spirit, self-starter
Technologies
Microsoft Office (Word, Excel, Outlook), EPIC
Responsibilities
Manage assigned servicing responsibilities including timeline oversight and coordination with clients and underwriters; Initiate and manage renewal processes including preparing applications and tracking responses; Identify and resolve discrepancies in materials; Oversee post-renewal deliverables including reviewing binders and filing documentation; Coordinate invoicing and transmittal of policies; Respond to client and underwriter questions regarding forms and processes; Maintain internal systems and master lists; Fulfill mid-term service requests such as certificates of insurance and policy amendments.
Seniority
Early-career, professional-level