Associate Account Manager Training Program

About the Role

The Associate Account Manager Training Program is a two-year program designed for recent college graduates. It combines formal training with hands-on client experience, offering exposure to marketing, servicing, and renewal of Commercial Insurance accounts in the People Solutions or Risk Management practice. Successful completion of the program provides the opportunity to become an Account Manager. The program includes formal training, developmental training opportunities, classroom learning experiences, and a series of activity requirements.

Key Responsibilities

• Participates in negotiations with carriers for new and renewal quotes with oversight.
• Collaborates with senior staff in selecting new markets for submission and requesting quotes.
• Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer.
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors.
• Reviews quotes, binders, and endorsements and makes requests for changes as needed.
• Receives policy, then updates and completes policy check to ensure completeness.
• Updates specifications, application, and summary information to reflect changes during the year.
• Informs Client of any and all changes that may affect insurance premiums or coverage.
• Inputs Client information into data management system, ensuring accuracy and completeness.
• Generates materials for Client presentations and meetings.
• Creates and sends compliance communications as needed.
• Performs other responsibilities and duties as needed.

Requirements & Tech Stack

• Strong knowledge of Microsoft Office Suite (Outlook and Excel).

Qualifications

• Bachelor's degree with a minimum of 3.3 GPA.
• Strong verbal and interpersonal communication skills.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time in order to meet deadlines.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.