Account Manager

3 months ago

Richmond, United States AssuredPartners Full time

We're looking to bring on our next Account Manager to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base. As experts in protecting what matters most to individuals, we're looking to bring on our next Account Manager to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base. You will partner with our sales team to facilitate the day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected.



Why this Role?

  • Build meaningful relationships with clients while providing them with impactful solutions.
  • High visibility to Senior Leadership – work alongside Client Services, Sales, and Agency Leadership, who prioritize your learning and development.
  • Opportunity for upward mobility and advancement opportunities across AssuredPartners


What You'll Do:


Client Support

  • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
  • Assist in developing strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships.

Account Management

  • Maintain files with proper records according to company procedures. Follow company procedures to achieve positive audit results.
  • Ensure accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, and signatures, and enter these
  • transactions to generate billing invoices promptly.
  • Review all premium audits according to Agency procedures, recognizing that the Agency must process them promptly.
  • Review accounts receivable reports for all assigned accounts to support client retention.

Insurance Expertise

  • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; review quotes for gaps and assist with carrier inquiries.
  • Attend training and seek self-directed learning to continue industry and technical knowledge education.


What You'll Need:


  • 2-5 years of related experience and/or training preferred
  • Property and Casualty License
  • Working knowledge of available commercial lines coverages based on business and industry
  • Proficient in providing client service through electronic, telephone, and in-person interaction
  • Problem-solving skills; strong written and verbal communication skills
  • Proficient in using Agency Management software or demonstrated skill at quickly learning new systems.
  • Proficient in using Microsoft Office or similar software, including spreadsheet and presentation software.


What's In It For You:


To help you make the best decision for your personal growth, it’s important for us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind: 5 affordable medical plan options with rates based on your salary, company-paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan – 50% up to 6%
  • Support your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

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