Job description
Associate Account Manager (Assistant Commercial Lines Account Manager)
Job Summary
Seeking a dedicated and detail-oriented Associate Account Manager to join a growing team. This role focuses on managing a book of commercial real estate accounts, ensuring exceptional client service, and supporting producers with marketing and account strategy. The ideal candidate will have a strong background in property insurance, a proactive mindset, and a commitment to excellence in client relations.
Responsibilities
- Manage a book of commercial accounts from onboarding through renewal.
- Prepare submissions, quotes, and renewal proposals.
- Review policy terms, endorsements, and coverage forms to ensure accuracy and compliance.
- Work directly with carriers and underwriters to secure optimal terms for clients.
- Handle certificates, ACORD applications, policy changes, and client requests promptly and efficiently.
- Support producers with marketing efforts and account strategy development.
- Deliver responsive, detail-driven service to clients and stakeholders.
Qualifications/Requirements
- Experience: Minimum of 1+ years in commercial insurance, with a focus on property and real estate accounts.
- Licenses: Property & Casualty (P&C) license required.
- Technical Skills: Familiarity with Now Certs or Applied Epic software is a plus.
- Knowledge: Strong understanding of real estate-focused insurance policies and processes.
- Soft Skills:
- Detail-oriented with a high level of accuracy.
- Self-driven and proactive in problem-solving.
- Comfortable with technology and open to learning new systems.
- Strong communication and organizational skills.
- Ability to work independently while contributing to a team environment.
- Additional Requirements:
- Comfortable preparing Statements of Coverage (SOC).
- Skilled in building proposals and working with ACORD forms.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#LI-AM2