Granite Insurance ยท 3 weeks ago
Associate Account Manager Position
Granite Falls, NC
Full-time
Onsite
New Grad, Entry Level
0+ years expGranite Insurance is one of the top independent insurance agencies in the area, known for its integrity and first-class service. The Associate Account Manager role involves managing daily operations, assisting Account Managers, and maintaining client files to ensure client success.
Financial ServicesInsuranceRisk Management
Responsibilities
Work with other members of the team to manage daily operations
Assist Account Managers with specific workflow processes to ensure client success
Maintain client files and ensure proper documentation, by processing policies, endorsement changes, invoices, binders, audits, cancellation notices, certificates of insurance, documentation, activities, etc., according to agency guidelines
Review incoming documents/contracts to ensure items are received as ordered
Identify a professional development track including certain industry designations (e.g. CISR, CIC, CRM, CWCA, and CPCU), and work toward earning identified certification(s) and/or designation(s)
Participate, and bring progressive ideas to the organization, so that we can better help our clients succeed
Participate in any special projects and/or community functions
Qualification
Required
Passion. This is the single most important characteristic within our organization
Associates degree from an accredited college, or equivalent combination of formal education and relevant work experience required
Experience and expertise operating in an electronic environment
Excellent automation skills, including, MS Outlook, MS Word, MS Excel, document management software, carrier proprietary systems, and phone systems
Time management, organization, and communication skills (verbal and written)
High degree of self-motivation and self-direction
Company
Granite Insurance
At Granite Insurance our main focus is to Empower You To Be Successful in all of your ventures.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Cameron Annas CIC, CRM, CWCA
Chief Executive Officer
Neil Annas
Chief Financial Officer
Company data provided by crunchbase