Associate Agent
About The Position
As an Associate Agent, you'll play an essential role in supporting Producers, servicing client accounts, and helping ensure clients receive the coverage and guidance they need to protect what matters most. This position combines relationship management, policy administration, and insurance expertise to deliver a seamless client experience from initial quote through renewal. You'll manage a book of business while serving as a trusted resource for clients, carriers, and internal team members. Success in this role requires strong attention to detail, a proactive mindset, and a commitment to delivering responsive, personalized service.
Requirements
- Active Property & Casualty insurance license.
- Associate degree.
- Three to five years of experience in sales, account management, or customer service, preferably within the insurance industry.
- Proficiency with agency management systems, CRM platforms, and Microsoft Office applications.
- Strong interpersonal, written, and verbal communication skills.
- Excellent organizational, problem-solving, and time-management abilities.
- Ability to manage multiple priorities while maintaining accuracy and responsiveness.
- Demonstrated commitment to professionalism, confidentiality, and ethical business practices.
Nice To Haves
- Bachelor's degree in Business, Risk Management, or a related field.
- Experience working with commercial insurance products and coverages.
- Experience working with personal lines insurance products and coverages.
- Understanding of insurance underwriting principles and carrier requirements.
- Experience assisting clients with claims reporting and resolution processes.
- Proven ability to identify coverage gaps and recommend appropriate insurance solutions.
Responsibilities
- Serve as the primary contact for assigned accounts, providing knowledgeable and responsive service that strengthens client relationships.
- Manage the full policy lifecycle, including quoting, binding, endorsements, renewals, and policy updates to ensure accuracy and continuity of coverage.
- Review client insurance needs, identify coverage gaps, and recommend solutions that help enhance protection and reduce risk.
- Coordinate with carriers and underwriters to resolve policy, billing, and coverage questions efficiently and professionally.
- Prepare renewal applications, proposals, and supporting documentation to support timely and accurate policy processing.
- Monitor renewal activity, new business opportunities, and premium payment status to help maintain continuous coverage.
- Support the claims process by assisting with reporting, communication, and follow-up efforts that contribute to positive client outcomes.
- Maintain accurate agency records and documentation within agency management systems and CRM platforms.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
- medical, dental, and vision insurance
- a 401(k) with company match
- personalized time off and company paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
