Associate Account Manager
Associated Agencies Inc, Rolling Meadows, Illinois, United States, 60008
Description
Associated is one of the top privately held insurance and risk management firms in the country. We assist businesses and individuals with their insurance needs, including property, casualty, and employee benefits, and more. Founded in 1890, our longevity in the industry provides unparalleled expertise and longstanding relationships with leading insurance carriers.
About the Job The
Associate Account Manager
role entails collaborating closely with Producers and Associated personnel and assisting the Team Lead with various core functions of new and existing account management.
Associate Account Manager Duties and Responsibilities
Assisting with putting together proposals
Assisting with new and renewal submissions
Assisting with marketing
Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
Completing and sending SL Forms
Assisting with new and renewal supplements
Entering new clients into Epic
Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary
Requirements
At least 3+ years of experience and proven proficiency in a Customer Service Representative role, Required
Resident P&C Producer License, Required
Highly functional in Applied Systems EPIC and Associated workflows and processes, Required
Knowledge and Skills
Knowledge of service standards and property and casualty policy coverage
Proficient in Microsoft Word, Excel, and Power Point
Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Detail orientated • Ability to prioritize and work independently
Ability to work in a team environment
Demonstrates initiative with a willingness to learn and develop professionally
Associated Benefits
Benefits information is available on request
Hybrid work schedule
Bonus eligibility
#Li-hybrid
#J-18808-Ljbffr
About the Job The
Associate Account Manager
role entails collaborating closely with Producers and Associated personnel and assisting the Team Lead with various core functions of new and existing account management.
Associate Account Manager Duties and Responsibilities
Assisting with putting together proposals
Assisting with new and renewal submissions
Assisting with marketing
Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
Completing and sending SL Forms
Assisting with new and renewal supplements
Entering new clients into Epic
Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary
Requirements
At least 3+ years of experience and proven proficiency in a Customer Service Representative role, Required
Resident P&C Producer License, Required
Highly functional in Applied Systems EPIC and Associated workflows and processes, Required
Knowledge and Skills
Knowledge of service standards and property and casualty policy coverage
Proficient in Microsoft Word, Excel, and Power Point
Excellent written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Detail orientated • Ability to prioritize and work independently
Ability to work in a team environment
Demonstrates initiative with a willingness to learn and develop professionally
Associated Benefits
Benefits information is available on request
Hybrid work schedule
Bonus eligibility
#Li-hybrid
#J-18808-Ljbffr