Associate Account Manager at Associated Agencies Inc

Rolling Meadows, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

0.0

Posted On

04 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Customer Service, P&C Producer License, Applied Systems EPIC, Policy Coverage Knowledge, Proposal Preparation, Submission Assistance, Marketing Assistance, Client File Maintenance, Documentation, Communication Skills, Detail Orientation, Prioritization, Teamwork, Initiative, Microsoft Word

Industry

Insurance

Description

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, include 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 Click HERE for benefits Hybrid work schedule Bonus eligibility #Li-hybrid

Responsibilities

The Associate Account Manager collaborates closely with Producers and Associated personnel, assisting the Team Lead with core functions for new and existing account management. Duties include preparing proposals, assisting with submissions, marketing, tracking subjectivities, completing forms, and servicing client needs by updating policy details.