Account Manager
About The Position
IAT Insurance Group has an immediate opening for an Account Manager based in our Naperville, Illinois location. The Account Manager provides day‑to‑day customer service and operational support to underwriters while acting as a key liaison between IAT, agents, and brokers. This role supports the servicing and retention of accounts by assisting with policy processing, endorsements, renewals, and general account maintenance, ensuring accuracy, responsiveness, and a positive agent experience. The position works closely with underwriting partners to help meet business objectives while maintaining high service standards across the portfolio. This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.
Requirements
- High School Diploma or Equivalent.
- Must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes.
- Basic accounting experience.
- Knowledge of underwriting support processes and procedures.
- Customer‑service‑focused approach with a commitment to supporting underwriting partners and agent needs.
- Proficiency with personal computers and data‑entry functions, with the ability to learn new systems.
- Effective written and verbal communication skills for professional interaction with internal teams and external partners.
- Demonstrated critical‑thinking and problem‑solving skills.
- Ability to follow established procedures, guidelines, and workflows.
- Willingness and ability to learn new processes, systems, and insurance concepts.
Nice To Haves
- Bachelor’s degree.
- 2+ years of relevant professional experience.
- 3+ years of underwriting support experience.
- Familiarity with basic mathematics and analytical techniques.
Responsibilities
- Enter new and renewal business into proprietary rating systems.
- Prepare account service documentation, client communications, and correspondence to support underwriting and agent relationships.
- Process renewals by reviewing policy details for accuracy and implementing requested changes.
- Handle endorsements and audit transactions through coordination with agents and underwriters.
- Manage non‑renewals and cancellations in accordance with company procedures and regulatory requirements.
- Review company correspondence to ensure relevance, accuracy, and alignment with client needs.
- Maintain bond and account files in compliance with established documentation and record‑keeping standards.
- Build working relationships with underwriters and agent partners.
- Respond to and process internal information requests.
- Prepares, submits and tests IT programming requests.
- Prepare and audit various monthly operational and performance reports.
- Continuously develop professional skills through ongoing education and by staying current with industry trends and standards.
- Assist with the training and support of other team members.
- Perform other duties as needed.
Benefits
- 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
- 7% 401(k) Company Match and additional Profit Sharing
- Hybrid work environment
- Numerous training and development opportunities to assist you in furthering your career
- Healthcare and Wellness Programs
- Opportunity to earn performance-based bonuses
- College Loan Assistance Support Plan
- Educational Assistance Program
- Mentorship Program
- Dress for Your Day Policy
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
