Commercial Lines Associate Account Manager

Risk Strategies • Sunrise, FL

1d

About The Position

The Associate Account Manager provides crucial support to Account Managers, ensuring the efficient and accurate servicing of client accounts. This role is integral to maintaining strong client relationships and contributing to the overall success of the brokerage. Your Impact : Assist Account Managers in all aspects of client service, including policy renewals, endorsements, and claims processing. Prepare and process insurance applications, proposals, and other client-related documentation accurately and in a timely manner. Communicate effectively with clients, carriers, and internal teams to gather necessary information and resolve inquiries. Maintain accurate and up-to-date client records within the agency management system. Support the sales process by preparing presentations and marketing materials as directed. Research policy coverages and market options to assist Account Managers in client recommendations. Follow up on outstanding items with clients and carriers to ensure timely completion. Develop a strong understanding of various insurance products and industry regulations. Participate in client meetings and calls as needed, taking detailed notes and following up on action items. Perform other administrative duties as assigned to support the account management team.

Requirements

• Bachelor's degree preferred or equivalent work experience in a related field.
• 1-2 years of experience in an insurance brokerage or related financial services environment is a plus.
• Property & Casualty (P&C) Producer License or ability to obtain within 90 days of hire is required.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with agency management systems (e.g., Applied Epic, AMS360) is highly desirable.
• Excellent written and verbal communication skills, with a professional and client-focused demeanor.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
• Demonstrated problem-solving abilities and a proactive approach to work.
• Ability to work both independently and as part of a collaborative team.

Responsibilities

• Assist Account Managers in all aspects of client service, including policy renewals, endorsements, and claims processing.
• Prepare and process insurance applications, proposals, and other client-related documentation accurately and in a timely manner.
• Communicate effectively with clients, carriers, and internal teams to gather necessary information and resolve inquiries.
• Maintain accurate and up-to-date client records within the agency management system.
• Support the sales process by preparing presentations and marketing materials as directed.
• Research policy coverages and market options to assist Account Managers in client recommendations.
• Follow up on outstanding items with clients and carriers to ensure timely completion.
• Develop a strong understanding of various insurance products and industry regulations.
• Participate in client meetings and calls as needed, taking detailed notes and following up on action items.
• Perform other administrative duties as assigned to support the account management team.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees