Associate Account Manager, Commercial Lines

Job Mission:

• The primary role of the Associate Account Manager (AAM) is to complete specific tasks on an assigned book of business at the direction of the Client Service team on the book. (AM, SAM, AE, SAM)
• They must be process focused with an organized approach to a significant volume of transactional work. For the tasks they perform, the AAM is responsible for data integrity in the service system of record. They will be provided growth by being assigned stretch assignments to have some client interaction.
• The AAM will work directly with the Client Service team, taking direction primarily from the Sr Account Manager or Account Manager.

Key Responsibilities:

Day to Day Client Service:

• Complete the following tasks as requested by the Account Manager or Senior Account Manager:
• Issuance of renewal of mid-term Certificates or Auto ID cards
• Policy checking and processing
• Endorsement and Audit checking and processing
• Generate requests for invoices on policies, endorsements or audits
• Order loss runs
• Provide support in document preparation, such as Proposals, Renewal Packets, Loss Summary Analysis
• Update the system of record to properly reflect conversations, communications and policy documentation
• Perform the first review for Quote checking

Corporate Citizenship:

• Active engagement in corporate initiatives as required for your role
• Assist in driving a culture of accountability and collaboration, where great performance is recognized
• Participate in New Business activity as requested
• Actively support corporate retention goals
• Follow procedures for maintaining documentation to mitigate E&O
• Participate in any corrective action that have arisen during a local compliance audit
• Engage in stretch assignments that will further develop their career development

Required Skills & Experience

• Hold, or willing to obtain, Insurance licenses as required by the Company within 90 days of hire
• Entry level position
• Proven organizational skills
• Ability to follow process and procedures guidance
• Analytical and problem-solving abilities
• Ability to display tact and poise under pressure when working through issues
• Good communication
• Ability to work efficiently in teams

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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