Assistant Account Manager - Select

Associated Agencies • Rolling Meadows, IL

2d • Hybrid

About The Position

Our office is growing and seeking an exceptional individual with proven discipline, and commitment to join our P&C Commercial Lines team as a Select Assistant Account Manager! Outstanding career opportunity: for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions. Our ideal candidate: is a self-starter with 5+ years of experience as a P&C Account Manager in an insurance setting, with a working knowledge of agency management systems such as EPIC. Will assist producer(s) by handling the marketing of business and renewal submissions consisting of premiums under $50K. Possess a team-oriented mindset with exceptional organizational skills and capable of handling all aspects of account management. A career with Associated means an opportunity with an employer that offers: 1. Stability – 130-year-old privately held insurance brokerage and risk advisory firm. 2. Culture – We are committed to creating a family-oriented environment. 3. Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers. 4. A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years. 5. Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs. 6. Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team. 7. Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks. The Role- What you’ll do as a Select Assistant Account Manager: 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 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

Requirements

• IL P&C Producer License
• Ability to multi-task and handle a large volume of items simultaneously
• Contract and Lease Review Experience
• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good 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

Responsibilities

• 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
• 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

Benefits

• Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
• Culture – We are committed to creating a family-oriented environment.
• Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
• A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
• Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
• Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
• Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed