Commercial Lines Associate Account Manager

About the Role

The Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention.

Key Responsibilities

• Set up and maintain account details, contacts, and policy information in EPIC.
• Summarize loss history.
• Summarize current programs and expiring exposures.
• Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients with guidance from an Account Manager or Account Executive.
• Create premium billing allocations and review carrier invoices.
• Coordinate and finalize policy and endorsement check. Can review coverages and identify differences.
• Coordinate audits and effectively resolve audit disputes.
• Document and process cancellations and non-renewals.
• May be responsible for ordering loss runs, generating proofs, and endorsement and audit review.

Requirements & Tech Stack

• Excel, Word, and other MS Office products to include basic formatting.
• Ability to learn coverage fundamentals.

Qualifications

• Licensed or obtaining state Property & Casualty insurance license.
• HS Diploma or equivalent.
• Dedicated to meeting the expectations and requirements of co-workers and clients.
• Able to quickly find common ground and solve problems.
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/or process to derive a solution.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
• Works to achieve stated objectives and delivers results under the direction of a senior team member.