Associate Account Manager, Personal Insurance

First Insurance Group • Plano, IL

6d

About The Position

The Associate Account Manager supports FNIC’s Personal Insurance team by assisting with client account servicing while developing foundational insurance knowledge. This entry-level position offers hands-on training, mentorship, and support toward obtaining an insurance license. The role works closely with Account Managers and Sales Executives and contributes to serving personal insurance clients and maintaining efficient team workflows. Insurance experience is not required; training is provided.

Requirements

• High school diploma or equivalent.
• Valid driver’s license.
• Active Resident Property & Casualty license, or ability to obtain one within 60 days of hire.
• Ability to obtain required formal insurance education, including but not limited to INS, AAI, and/or a Resident Property and Casualty Agent’s license.
• Strong verbal and written communication skills.
• Strong organizational skills and a dependable, detail-oriented approach.
• High degree of proficiency in Microsoft Office products, including Word, Excel, and Outlook; comfort with Teams and eagerness to learn agency management software.
• Proficiency with office equipment such as a computer, calculator, copier, phone, and fax machine, and with word-processing skills.
• Strong respect for confidentiality.
• Regular and consistent attendance.
• Ability to observe safety and security procedures and use equipment and materials properly.
• Ability to follow workplace policies, procedures, and instructions.
• Ability to establish and maintain effective working relationships with company employees and external contacts.
• Collaborative mindset and ability to build positive working relationships with teammates and clients.

Nice To Haves

• Insurance experience is not required; relevant insurance education or an active Resident Property & Casualty license is beneficial.

Responsibilities

• Assist with day-to-day account servicing, including issuing auto ID cards, processing evidence of coverage, ordering endorsements, entering applications, and assembling policy documents.
• Prepare renewal files, send client communications, and conduct limited policy reviews for accuracy.
• Update account information and maintain accurate records in the agency management system.
• Provide administrative support, such as answering phones, greeting visitors, scheduling meetings, and managing office supplies.
• Maintain organized electronic files and follow established workflows to support team efficiency.
• Develop technical knowledge through hands-on experience, training, and continuing education.
• Work with experienced professionals and support Account Managers and Sales Executives in servicing client accounts.

Benefits

• Market-competitive compensation.
• Comprehensive health, dental, and vision benefits.
• Health savings account with employer contributions.
• 401(k).
• Employer-paid short- and long-term disability insurance.
• Life insurance.
• Paid time off starting at three weeks per year.
• 37.5-hour work week.
• Free access to mental health resources through an EAP program.
• Fitness opportunities and support for overall well-being.
• Work-from-home options.
• Licensing assistance and ongoing learning opportunities.
• Mentorship and career development, with opportunities for future advancement.
• Dress-for-your-day culture, company outings, food days, and team activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED