Associate Account Manager, Commercial Lines

Acrisure•Addison, TX

10d•Onsite

About The Position

This role is responsible for maintaining a current book of business within commercial lines insurance. The Associate Account Manager will provide professional communication to clients, team members, carriers, and underwriters, while staying updated on various lines of coverage and products. The position requires independent decision-making based on insurance knowledge and professional judgment, accurate maintenance of electronic files, and active participation in team communication and weekly initiatives. Key tasks include issuing auto ID cards, processing policy changes and cancellations, preparing loss histories, managing certificates of insurance, reviewing insurance requirements, checking policies for accuracy, and reviewing company audits. The role also involves responding to client inquiries regarding service issues and product queries efficiently and accurately, and a willingness to pursue further education and certifications.

Requirements

Excellent project management, time management and prioritization skills
Knowledge of business English, proper spelling, grammar, and punctuation
Attention to detail and commitment to a high level of accuracy
Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with co-workers at all levels
Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice and desire to help when dealing with people
Excellent skills in reliability, initiative, and stress tolerance
Enjoys a fast-paced work environment
Ability to perform in a professional appearance and manner
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrate effective written and verbal communication with executives, management, sales, and operations staff
Ability to actively listen, work independently, problem solve with minimal assistance and use discretion surrounding sensitive information
Competent and proficient understanding of the Microsoft Office suite
High school diploma or equivalent
Valid Property & Casualty Insurance License required in state of residence
Maintain continuing education requirements for state licenses and/or designations

Nice To Haves

2 years of experience in Property & Casualty Insurance preferred

Responsibilities

Maintain current book of business
Provide timely, professional, accurate communication to client, team, carrier representatives and underwriters
Maintain current knowledge of lines of coverage and products
Make decisions independently based on knowledge of insurance products and utilizing professional judgement
Maintain required electronic files accurately and consistently
Work in a high communication role with Team and drive activities based on reports and initiatives of the week
Issue auto ID cards
Process policy changes/endorsements
Process cancellations/reinstatements
Prepare loss history: Request loss runs from companies and complete loss summary as needed. Evaluate loss analysis and ensure accuracy prior to submittal on new or renewal business.
Maintain Certificate of Insurance List and create master template for COI’s
Coordinate with 3rd Party Vendor for issuance of COI’s and Evidence of Insurance
Insurance Requirement Review, including procuring quotes for endorsements and additional coverages as needed
Policy Checking - check policies against Proposal/Application in Management System for accuracy and complete checklist. Update as needed making any necessary changes
Review company audits for accuracy and follow up on additional premiums as required according to best practices
Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately
Acquire additional education and certifications as required for position
Perform other duties as required and/or assigned