Associated Insurance and Risk Management Advisors · 1 day ago
Associate Account Manager
Rolling Meadows,IL,US
Full-time
Hybrid
Mid Level
3+ years expAssociated Insurance and Risk Management Advisors is one of the top privately held insurance and risk management firms in the country. The Associate Account Manager role involves collaborating closely with Producers and assisting the Team Lead with various core functions of new and existing account management.
Financial ServicesInsurance
Responsibilities
Assisting with putting together proposals
Assisting with new and renewal submissions
Assisting with marketing
Assisting with putting together renewal and new business subjectivities, tracking, and sending to carriers
Completing and sending SL Forms
Assisting with new and renewal supplements
Entering new clients into Epic
Servicing the needs of client accounts by inputting and updating policy details and maintaining new and renewal client files
Appropriately documenting conversations with clients and carrier representatives and updating the agency management systems when necessary
Qualification
Required
At least 3+ years of experience and proven proficiency in a Customer Service Representative role
Resident P&C Producer License
Highly functional in Applied Systems EPIC and Associated workflows and processes
Preferred
Knowledge of service standards and property and casualty policy coverage
Proficient in Microsoft Word, Excel, and Power Point
Excellent 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
Detail orientated
Ability to prioritize and work independently
Ability to work in a team environment
Demonstrates initiative with a willingness to learn and develop professionally
Benefits
Hybrid work schedule
Bonus eligibility
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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Nikki (.
Executive Assistant to the CEO
Company data provided by crunchbase