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Tailor your resume to this Commercial Insurance Associate Account Manager role.
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Tailor your resume to this Commercial Insurance Associate Account Manager role.
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Don't guess if your resume is good enough.
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Responsibilities
- Serve as the primary point of contact for assigned commercial insurance clients, delivering responsive and professional service.
- Address client inquiries related to policies, billing, certificates, endorsements, coverage questions, and service requests.
- Develop and maintain strong client relationships to support retention, satisfaction, and long-term account growth.
- Proactively communicate with clients regarding policy changes, renewal timelines, documentation needs, and service updates.
- Coordinate with carriers, producers, and internal teams to ensure timely resolution of client needs.
- Educate clients on various commercial insurance products and recommend suitable coverage options.
- Process policy transactions including new business, renewals, endorsements, cancellations, reinstatements, and policy updates.
- Maintain accurate and up-to-date client records within agency management systems (AMS) and CRM platforms.
- Prepare and distribute certificates of insurance, evidence of coverage, policy documents, and related correspondence.
- Ensure policy documentation and servicing activities are completed accurately and within established timelines and workflows.
- Support account rounding and renewal preparation activities to ensure smooth client servicing processes.
- Assist clients in filing insurance claims and provide guidance throughout the claims process.
- Re-shop renewal accounts presenting replacement options to sales teams.
- Maintain high standards of accuracy, compliance, and attention to detail across all servicing activities and documentation.
- Conduct risk assessments to identify coverage gaps or opportunities for additional protection.
- Follow agency procedures, carrier guidelines, and regulatory/legal requirements to minimize errors and support quality assurance initiatives.
- Participate in process improvement efforts to enhance efficiency, consistency, and client experience.
- Monitor workloads and prioritize tasks effectively to meet service expectations and departmental standards.
- Support data integrity within agency systems through timely and accurate documentation.
- Collaborate with underwriters and carriers to ensure clients receive the best possible terms and coverage.
- Work closely with the sales team to identify opportunities for cross-selling and upselling insurance products.
- Support business development efforts by providing expert insurance advice and facilitating client onboarding.
- Maintain relationship with commercial carriers to determine placement appetite and exception rules.
- Monitor commercial carrier market and make recommendations for appointments and placement to sales teams.
- Provide assistance to non-commercial customers via the phone and/or branch as needed.
- Assist in gathering underwriting information and documentation to support new business and renewal marketing activities.
Requirements
- Responsible to obtain and maintain the required license or certification in an active status
- Ability to work evenings, weekends, & events as required by business need/Leadership directive
- This position does not offer visa sponsorship now or in the future.
Skills
- Knowledge of commercial insurance products, including property, liability, workers’ compensation, and professional liability
- Strong communication, negotiation, and customer service skills
- Ability to manage multiple clients and priorities in a fast-paced environment, while operating independently and displaying expert-level of proficiency in minimization of errors & problem solving
- Working knowledge of computer software and ability to effectively navigate multiple systems
- Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
- Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
- Must be able to lift, carry, push, pull a maximum of 30 lbs
Work Type
- Hybrid Work Opportunity
Salary/Compensations
- $26.09-30.69 per hour plus incentive opportunity
Benefits
- Medical Insurance
- Health Spending Account (HSA) with company match
- Paid Time Off
- Pre-Tax & Roth 401(k) plan with company match
- Flexible Scheduling
- Dental and Vision Insurance
- Life and AD&D Insurance
- Tuition reimbursement & company-paid training programs
- FREE AAA membership & travel / product discounts
- Company Paid Short-term & Long-term disability
- Paid Volunteer Time Off
- Flexible Spending Accounts