Associate Account Manager - Transportation
About The Position
We are looking for a Transportation Associate Account Manager to join our growing team! As the Associate Account Manager, your primarily focuses will be servicing and maintaining existing accounts within our Transportation department. In this role, you will support the Account Executives and Account Managers. This support will include but is not limited to: Proposal Creation, Policy Review, Online rating through Carrier platforms, Certificate of Insurance (review and issue), Review holder contracts, Data Entry, Process MVRs as per established Agency guidelines, Process endorsements, Documentation Pull (Loss Runs, Policy Information, Endorsements, etc.), Adhere to all Agency systems, procedures, and state regulations, and Assume other job responsibilities as requested by supervisor.
Requirements
- High School diploma or equivalent
- 1-year experience in insurance company or agency preferred
- Demonstrated proficiency with computer systems, including but not limited to MS Office and Applied Epic CRM
- Excellent written and oral communication skills
- Ability to work in a positive team environment and collaborative culture
- Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail
- Ability to work in a face paced, rapidly changing environment with flexibility, efficiency and organization
- Broad knowledge of insurance products and usages and ability to work independently
- 1-2 years of relevant experience
Nice To Haves
- AA and/or college degree preferred
- Property and Casualty Insurance License preferred; or willing to obtain within 30 days of employment.
Responsibilities
- Proposal Creation
- Policy Review
- Online rating through Carrier platforms
- Certificate of Insurance (review and issue)
- Review holder contracts
- Data Entry
- Process MVRs as per established Agency guidelines
- Process endorsements
- Documentation Pull (Loss Runs, Policy Information, Endorsements, etc.)
- Adhere to all Agency systems, procedures, and state regulations
- Assume other job responsibilities as requested by supervisor
- Provides essential support to ensure seamless operations when team members are out of the office due to vacation, sick leave, or other absences
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
