Associated Insurance and Risk Management Advisors · 1 day ago
Commercial Lines (P&C) Account Manager
Associated Insurance and Risk Management Advisors is a 130-year-old privately held insurance brokerage and risk advisory firm looking to expand their team of Account Managers. The role involves managing a book of mid-to-large sized Commercial Lines insurance accounts, working closely with producers, and servicing client accounts effectively.
Financial ServicesInsurance
Responsibilities
Works closely with Producers and other Associated personnel on all aspects of client procedures
Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly
Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability
Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements
Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary
Act as a liaison between clients and insurance carriers to resolve any client service issues
Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files
Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate
Qualification
Required
Resident P&C Producer License
Middle Market Risk Experience
At least 3+ years of experience and demonstrated proficiency in an Account Management role in required lines/5-10 years of experience in an Account Management role
Contract and Lease Review Experience
Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
Demonstrated proficiency with Applied Systems Epic
Benefits
Bonus eligibility
Hybrid work schedule
Robust dental and health benefits, which includes mental wellness
Pet insurance
Time off perks
Company
Associated Insurance and Risk Management Advisors
Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.