Associate Account Manager
Core
Provide professional service and administrative support to obtain, maintain, and expand employee benefits accounts for insureds and producers.
Role type
Associate Account Manager (Insurance Brokerage)
Builds
Employee benefits accounts and renewal proposals
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Insurance product knowledge, Microsoft Office Suite proficiency, client communication, renewal management, quote production, regulatory compliance
Preferred skills
Life, Accident and Health Insurance License, 1-2 years insurance industry experience
Technologies
Microsoft Office Suite (Word, Excel, Outlook)
Responsibilities
Respond to service needs of insureds, assist producers in adding coverages, produce accurate quote requests and spreadsheets, maintain renewal controls and proposals, refer clients to other departments for additional lines of business, oversee functions performed by Assistant CSSs
Seniority
Entry-level to Junior, individual contributor