Associate Account Manager - Commercial

PRIMARY PURPOSE OF JOB

The Associate Account Manager provides exceptional service and support of current and prospective clients, carriers, team members and Advisors.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Provide excellence in customer service to existing and prospective client base as well as internal staff.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify accuracy; provide documentation to client with appropriate correspondence.
• Perform general office duties such as answering the phone, making copies, and preparing faxes.
• Assist Account Managers with follow through on all inquiries, requests, and submissions to ensure timely receipt.
• Provide support to Account Managers in creating renewal documents and policy checking.
• Maintain and update activity records in agency management system according to current process and procedure, including requesting plan documents from carriers & imaging into database.
• Perform additional duties as requested by Advisor, management or team members.

KNOWLEDGE, SKILLS and ABILITIES

· Growing knowledge of company products, services, policies and procedures.

· Growing knowledge of insurance marketing, rating, renewal and underwriting processes.

· Growing knowledge of current property & casualty insurance regulations.

· Skill in completing multiple tasks at once.

· Skill in professional, tactful negotiation and persuasion to achieve objectives.

· Skill in operating office equipment and proficiency in utilizing Excel and other Microsoft Office software applications.

· Ability to pay close attention to detail and to ensure accuracy of reports and all client communication.

· Ability to be decisive; evaluating tasks, duties, or projects using good judgment and decision-making skills.

· Ability to work independently and on a team, be self-motivated, and meet managerial and departmental team goals.

· Ability to follow oral and written instruction.

· Ability to work in a fast-paced, team environment with frequent interruptions.