Commercial Lines Associate Account Manager; Hybrid

Join to apply for the Commercial Lines Associate Account Manager (Hybrid) role at Patriot Growth Insurance Services, LLC
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About PDCM, A Division of Patriot Growth Insurance Services
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With roots dating back more than 100 years, PDCM blends a century of experience with industry innovation to bring you a completely different approach to managing risk and insurance. Our personalized advisers use PDCM’s Risk Reduction Approach to take a comprehensive look at our client’s needs and customize a plan for their family or business. PDCM blends a century of experience with industry innovation to bring you a different approach to managing risk and insurance.

Our dedication and commitment to serving the business community has enabled us to become one of the most successful independent insurance agencies and consulting firms in Iowa. PDCM is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview
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The Commercial Lines Associate Account Manager supports PDCM’s commercial clients and account managers by providing exceptional service, managing their accounts, handling data entry, department projects, assisting account managers in daily tasks. The position is responsible for supporting the processing of policy changes, quotes, renewals, audits, and compliance with policies and regulations. The Commercial Lines Account Manager Assistant acts as the secondary contact for their account managers assigned clients, supporting the renewal process in collaboration with the Producer, and account manager and assisting and responding to all clients in a timely manner.

Work Arrangement
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This is a full-time, hybrid position reporting to our office in Waterloo, IA.

• Work closely with account managers to understand clients’ needs and inquiries. Gather and update client information as needed to maintain comprehensive and up-to-date client accounts.
• Support policy changes, updates, and revisions in accordance with the account manager’s direction, client needs and carrier requirements. Confirm the accuracy of policy changes, renewals, quotes, endorsements, and audits to minimize errors and omissions. Forward policy information to insurance carriers and ensure proper application of policy changes.
• Document all client policies, interactions, and activities in a systematic manner. Maintain the confidentiality of sensitive client information and records.
• Send verification of insurance to third parties as requested by clients or regulatory authorities.
• Prepare insurance applications, and actively market and obtain insurance quotes from multiple carriers to offer clients competitive options. Provide clients with accurate and timely quotes for insurance coverage.
• Prepare renewal information and work with PDCM’s Producers to assist clients in making informed decisions regarding their policies. Schedule client meetings and ensure Producers have all the necessary information for client meetings and presentations; attend meetings upon request.

• At least 1 year of experience in a customer support or account management position (Required)
• High School Diploma/GED (Required)
• Obtainment and maintenance of Iowa Property and Casualty Insurance License (Required)
• Experience in the Property and Casualty Insurance industry, specifically in Commercial Lines (Preferred)
• Associate or Bachelor’s Degree in Business Administration or a related field (Preferred)
• Prior experience working with a CRM system (Preferred)
• Possess a comprehensive knowledge of commercial lines insurance products, coverages, policies, and procedures.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication…