Personal Lines Account Manager
Vibrant Insurance Group, West Des Moines, Iowa, United States, 50265
The Associate Account Manager (AAM) provides foundational administrative and client service support to Account Managers and Account Executives. This role focuses on developing insurance fundamentals, learning agency systems and workflows, and delivering accurate, timely service in alignment with established agency service level standards.
Essential Functions
Client Service & Administrative Support
Provide administrative and service support for client onboarding, renewals, and day-to-day servicing activities. Process certificates of insurance, binders, auto ID cards, endorsements, cancellations, and reinstatements. Maintain accurate and up-to-date client and policy information within agency management systems. Follow established agency workflows, procedures, and service standards to ensure consistency and accuracy. Communicate professionally and effectively with internal teams, carriers, and vendors. Escalate issues appropriately to Account Managers or Account Executives as needed. Partner with assigned mentors or team members for guidance on processes, systems, and service expectations. Learning & Development
Participate in training, continuing education, and professional development activities. Build foundational knowledge of insurance concepts, coverage types, and agency operations. Work toward increased responsibility and skill development within the account management career path. Non-Essential Functions
Perform other duties as assigned. Core Competencies
Attention to Detail:
Demonstrates accuracy and thoroughness in administrative and client service tasks. Organization & Time Management:
Effectively manages multiple tasks and reprioritizes as needed. Communication Skills:
Communicates clearly and professionally in both written and verbal formats. Customer Service Mindset:
Demonstrates patience, responsiveness, and a commitment to service excellence. Team Collaboration:
Works effectively in a team-based environment and seeks guidance when appropriate. Basic Qualifications
High school diploma or equivalent required. Customer service experience preferred. Ability to obtain a Property & Casualty insurance license within 90 days of hire if not already licensed. Basic computer proficiency and ability to learn agency systems and workflows. Preferred Qualifications
Knowledge of insurance industry, markets, and carriers Experience with Applied Systems Epic software Working knowledge or ability to learn agency management systems. Basic proficiency in Microsoft Office applications, including Outlook, Word, and Excel. Physical & Mental Demands
Prolonged periods of sitting and working at a computer. Frequent use of hands for keyboarding and mouse operation. Ability to focus for extended periods while managing detailed and accuracy-sensitive work. Ability to manage workload pressures, deadlines, and shifting priorities.
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Client Service & Administrative Support
Provide administrative and service support for client onboarding, renewals, and day-to-day servicing activities. Process certificates of insurance, binders, auto ID cards, endorsements, cancellations, and reinstatements. Maintain accurate and up-to-date client and policy information within agency management systems. Follow established agency workflows, procedures, and service standards to ensure consistency and accuracy. Communicate professionally and effectively with internal teams, carriers, and vendors. Escalate issues appropriately to Account Managers or Account Executives as needed. Partner with assigned mentors or team members for guidance on processes, systems, and service expectations. Learning & Development
Participate in training, continuing education, and professional development activities. Build foundational knowledge of insurance concepts, coverage types, and agency operations. Work toward increased responsibility and skill development within the account management career path. Non-Essential Functions
Perform other duties as assigned. Core Competencies
Attention to Detail:
Demonstrates accuracy and thoroughness in administrative and client service tasks. Organization & Time Management:
Effectively manages multiple tasks and reprioritizes as needed. Communication Skills:
Communicates clearly and professionally in both written and verbal formats. Customer Service Mindset:
Demonstrates patience, responsiveness, and a commitment to service excellence. Team Collaboration:
Works effectively in a team-based environment and seeks guidance when appropriate. Basic Qualifications
High school diploma or equivalent required. Customer service experience preferred. Ability to obtain a Property & Casualty insurance license within 90 days of hire if not already licensed. Basic computer proficiency and ability to learn agency systems and workflows. Preferred Qualifications
Knowledge of insurance industry, markets, and carriers Experience with Applied Systems Epic software Working knowledge or ability to learn agency management systems. Basic proficiency in Microsoft Office applications, including Outlook, Word, and Excel. Physical & Mental Demands
Prolonged periods of sitting and working at a computer. Frequent use of hands for keyboarding and mouse operation. Ability to focus for extended periods while managing detailed and accuracy-sensitive work. Ability to manage workload pressures, deadlines, and shifting priorities.
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