Associate Account Manager, Commercial Lines

Acrisure•Addison, TX

9d•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 timely, professional, and accurate communication to clients, team members, carrier representatives, and underwriters. A key aspect of the role is maintaining current knowledge of various lines of coverage and insurance products, and the ability to make independent decisions using professional judgment. The position requires accurate and consistent maintenance of electronic files and involves a high level of communication within the team, driving activities based on reports and weekly initiatives. Responsibilities include processing policy changes, endorsements, cancellations, and reinstatements, as well as preparing loss histories by requesting loss runs and completing loss summaries. The role also involves evaluating loss analyses for accuracy before submittal for new or renewal business, maintaining a Certificate of Insurance (COI) list, and coordinating with a third-party vendor for COI and Evidence of Insurance issuance. Additionally, the Associate Account Manager will handle insurance requirement reviews, procure quotes for endorsements and additional coverages, and perform policy checking against proposals/applications for accuracy. Reviewing company audits for accuracy and following up on additional premiums are also key duties. The role requires promptly and accurately answering client calls and emails regarding service issues and product queries. The candidate must be willing to acquire additional education and certifications as required for the position and perform other assigned duties.

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
2 years of experience in Property & Casualty Insurance preferred
High school diploma or equivalent
Valid Property & Casualty Insurance License in state of residence
Maintain continuing education requirements for state licenses and/or designations

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 according to best practices
Answer client calls and emails concerning all service issues and product queries from clients quickly, efficiently, and accurately
Ability and willingness to acquire additional education and certifications as for position
Perform other duties as and/or assigned