Account Manager Associate – Commercial Lines

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts
• Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer
• Ensure production and quality standards are met while safeguarding against liability associated with errors and omissions
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts
• Maintain technical competence and industry expertise
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
• Process tasks accurately and within required time frames
• Assist in reviewing contracts to ensure proper coverages are included
• Monitor reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

• 7+ years of customer service experience in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Demonstrates extensive customer service expertise in the insurance industry, with strong analytical and problem-solving skills. Proficient in managing accounts, policy administration, and maintaining data accuracy within agency management systems.