Associate Account Manager-Commercial Lines

Overview

Company Summary
Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.

You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

Job Summary
The Associated Account Manager assists the Account Executive/Manager or Producer and other department personnel by processing work associated with insurance clients, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.

The Ideal Candidate
You enjoy problem solving with great, customer-service minded solutions.
Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
You have great communication skills (verbal & written) and are dependable to get the job done.
You have strong critical thinking skills and focus on accuracy
You enjoy supporting a team and have strong customer service skills
You have initiative to learn and grow with the company.
If this sounds like you, we invite you to keep reading and apply!
What You'll Do

Essential Duties and Responsibilities
Please note that the duties below can vary based on the workflow of your local office.
Client Support

Manages a book of business
Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
Assists in the development of strong business relationships with appropriate insurance carrier personnel.

Recognizes

Account Coordinator

Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy send document to Insured
L&P Bond Issuance & Inquiries
Sets up Notice of Cancellations and Reinstatements activities.
Processes final cancellations.
Process final audits and sends to insured.
Issues New and Renewal certificates of insurance and evidences of property as needed
Handles direct bill inquiries
Prepares policy binders, renewals, proposals, and other documents for delivery to insured.
Rates lines of coverage online as needed.
Updates driver, equipment and vehicle schedule and makes MVR requests if required.
Other duties as assigned.
Travel is expected to be negligible in this role.

Account Management

Maintains a book of business with proper records according to company procedures.
Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner.
Reviews accounts receivable report for all assigned accounts to support client retention.
Transacts Agency Billed policies
Other duties as assigned

Insurance Expertise

Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.
Attend training and seek self-directed learning to continue education in industry and technical knowledge.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary
Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
Company match 401(k) plan – 50% up to 6%!
Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
Opportunity to prioritize your mental health with 24/7 access to licensed therapists
Pet benefits & discounts
Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You'll Need

Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
Strong organization and communication skills
Tech savvy; ability to learn multiple software systems
Knowledge of Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook
Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

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