Associate Account Manager, Commercial Insurance

NFP Corp•Town of Colonie, NY

32d•$55,000 - $70,000•Hybrid

About The Position

The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.

Requirements

Strong interest in pursuing a career in Commercial Lines Insurance Account Management
Ability to build relationships with clients, carriers, and internal partners.
Analytical skills with attention to detail and accuracy.
Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
Strong customer service mindset and commitment to delivering exceptional client experiences.
Ability to learn and effectively utilize Applied EPIC and other agency management systems
Associate’s degree or equivalent required
1-3 years of client service experience within the insurance industry or a related field preferred
Property & Casualty License preferred or able to obtain within 60 days

Nice To Haves

BA/BS preferred
exposure to commercial insurance products, policy administration, or account servicing is highly desirable

Responsibilities

Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
Maintains client documentation in accordance with internal standards and systems
Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
Establish foundational knowledge of building and maintaining relationships with clients and carriers
Completes training and development activities aligned to progression into an Account Manager role