Associate Account Manager, Personal Insurance
About The Position
Our Associate Account Manager, Personal Insurance role is designed for individuals who are detail-oriented, eager to learn, and excited about starting their career in personal insurance. This is an entry-level position where you’ll receive hands-on training, mentorship, and support as you work toward your insurance license and build foundational industry knowledge. We believe in investing in our people, so you’ll have the tools, resources, and support needed to succeed—while helping serve and support our personal insurance clients. As an Associate Account Manager, you’ll play an important role in supporting our Personal Insurance team. You’ll work closely with Account Managers and Sales Executives to assist with servicing client accounts while developing your own insurance expertise.
Requirements
- A high school diploma or equivalent
- A valid driver’s license
- An active Resident Property & Casualty license—or the ability to obtain one within 60 days of hire (we’ll support you!)
- Strong communication, organizational, and teamwork skills
- A collaborative mindset with the ability to build positive working relationships with teammates and clients
- Comfort using Microsoft Office tools (Word, Excel, Outlook/Teams) and eagerness to learn agency management software
- A dependable, detail-oriented approach with a strong respect for confidentiality
- Insurance experience is not required—we’ll train the right candidate!
Responsibilities
- Assisting with day-to-day account servicing tasks such as issuing auto ID cards, processing evidence of coverage, ordering endorsements, entering applications, and assembling policy documents
- Preparing renewal files, sending client communications, and conducting limited policy reviews for accuracy
- Updating account information and helping maintain accurate records within our agency management system
- Providing administrative support as needed, including answering phones, greeting visitors, scheduling meetings, or managing office supplies
- Supporting team efficiency by maintaining organized electronic files and following established workflows
- Growing your technical knowledge through hands-on experience, training, and continuing education opportunities
Benefits
- Competitive Pay & Benefits: Market-competitive compensation plus comprehensive benefits including health, dental, vision, HSA with employer contributions, 401(k), employer-paid short- & long-term disability, and life insurance
- Flexibility & Time for You: A 37.5-hour work week and PTO starting at 3 weeks per year.
- Wellness Support: Free access to mental health resources through our EAP program, fitness opportunities, and support for your overall well-being
- A Comfortable & Fun Workplace: A “dress for your day” culture, plus company outings, food days, and team activities
- Education & Growth: Licensing assistance (we’ll help you obtain your Resident Property & Casualty license within 60 days of hire) and ongoing learning opportunities to support your career development
- Mentorship & Career Development: Learn alongside experienced professionals who are invested in your growth and help you build a strong foundation in personal insurance with opportunities for future advancement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
