Job Title: Account Manager- Personal Lines

Department: Personal Lines

Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

Job Summary

The Account Manager is responsible for providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business (this is not a direct sales role). In addition, the Manager provides customer service by handling the day to day operations of clients' insurance needs. The Account Manager will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.

The Ideal Candidate

• You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders
• Taking initiative to get work done is just how you operate
• You are a team player and want to work with a great group of people

If this sounds like you, we invite you to keep reading and apply!

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

• Responds to client requests for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
• Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
• Secures documentation needed to be retained by the agency including signed applications, replacement cost estimates, rejection of coverage and confirmation of orders.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by Account Executive if needed.
• Prepares Renewal Questionnaire for clients including follow up on responses received.
• Reconciles accounting discrepancies. Follows up on aged trial balances. Involves Producer when necessary.
• Secures Lost Policy Releases and follows through to policy cancellation.
• Other duties as assigned.
• Travel is expected to be 10% in this role.

Qualifications

• Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
• Appropriate insurance licenses
• Strong organization and communication skills
• Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

EEOC Statement

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

I acknowledge that I have read, understand, and can perform the Essential Duties and Responsibilities of this job with or without reasonable accommodation.

Name of employee or applicant ______________________________

Signature _______________________________________________

Date___________________________________________________

Disclaimer

This job description is not intended to list the full scope of duties and responsibilities for this position. Other duties may be assigned. Employment is "at will" meaning that employment may be ended by either the employee or Agency at any time for any reason with or without notice. Any offer of employment is contingent upon the applicant successfully completing pre-employment testing for this position.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

License/Certification:

• Accident & Health Insurance License (Required)

Work Location: Hybrid remote in Township of Moon, PA 15108

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