Associate Account Manager - Commercial Lines
Associated Insurance and Risk Management Advisors, Atlanta, GA, United States
Overview
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. 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 Adequately 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 oriented Ability to prioritize and work independently Ability to work in a team environment Demonstrates initiative with a willingness to learn and develop professionally Benefits
Hybrid work schedule Bonus eligibility $70,000 - $80,000
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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. 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 Adequately 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 oriented Ability to prioritize and work independently Ability to work in a team environment Demonstrates initiative with a willingness to learn and develop professionally Benefits
Hybrid work schedule Bonus eligibility $70,000 - $80,000
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