Taney County Partnership · 4 days ago
Associate Account Manager, Commercial Risk
Branson, MO
Full-time
Onsite
Entry Level
2+ years expTaney County Partnership is seeking an Associate Account Manager for Commercial Risk. This role involves providing exceptional service and support to clients and internal staff, along with managing client coverage and preparing necessary documentation.
Business DevelopmentCommunitiesLocalLocal Business
Responsibilities
Provide excellence in customer service to existing and prospective client base as well as internal staff
Review client coverage levels and policies to ensure they meet agency standards and those of the companies represented; recommend changes as needed
Prepare quotations, proposals, binders, endorsements and coverage summaries to provide exceptional care to customers
Prepare and submit new business and/or account renewals to carrier marketplace according to established procedures
Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; provide documentation to client with appropriate correspondence
Provide technical support to Advisors to include cross-selling and upgrading opportunities
Perform general office duties including answering phones, making copies, preparing faxes, etc
Follow through on all inquiries, requests and submissions to ensure timely receipt and response
Maintain and update activity records in agency management system according to current process and procedure (including requesting plan documents from carriers & imaging into database)
Perform additional duties as requested by Advisor, management or team members
Qualification
Required
Strong communication skills
Ability to work well independently as well as in a team environment
Strong attention to detail
Ability to multi-task in a paperless environment
Missouri Property & Casualty Producer License or ability to obtain within the first six months of employment
Preferred
Associate's degree or equivalent college coursework in business or a related field
Two plus years of experience in a professional environment
Company
Taney County Partnership
Taney County Partnership is an economic development organization supporting local businesses, investment, and workforce growth.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase