• Works closely with Producers and other Associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate

• Resident Property and Casualty License, Required
• 10+ Years as an Account Manager with mid to large sized commercial lines experience, Required  
• Able to work independently with little guidance from Team Lead, Required
• A resource to the team and provides guidance on marketing and/or coverage to Account Managers and CSRs, Required

Knowledge and Skills

• Knowledge of service standards and property and casualty policy coverage
• Highly functional in Applied Systems EPIC 
• 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

Associated Benefits 

• Click HERE for benefits 
• Bonus eligibility 
• Hybrid work schedule 

Salary Description

$90,000.00 - $115,000.00

#Li-hybrid