Associate Account Manager - ProEx

Responsibilities

• Independently manage assigned servicing responsibilities for a designated group of accounts, including timeline oversight and proactive coordination with clients, producers, and underwriters.
• Initiate and manage the renewal process by preparing and distributing applications, tracking responses, and coordinating necessary follow-ups to maintain schedule integrity.
• Exercise judgment in identifying incomplete or inaccurate materials, resolving discrepancies with clients and carriers, and escalating time-sensitive issues when necessary.
• Oversee post-renewal deliverables, including reviewing and comparing binders and policies, completing policy checklists, and ensuring all documentation is properly filed in EPIC.
• Deliver accurate and timely information to clients, producers, and internal teams, including invoicing coordination with the Financial Transaction Unit and transmittal of policies.
• Respond to client and underwriter questions regarding forms, documentation, or processes, using a foundational understanding of ProEx lines to offer helpful and professional support.
• Maintain internal systems such as EPIC and master lists to reflect accurate and current information across all assigned accounts.
• Coordinate and fulfill mid-term client service requests such as certificates of insurance, loss runs, policy amendments, and compliance-related updates.
• Participate in training, carrier meetings, and industry webinars to build product knowledge and strengthen client service capabilities.
• Support internal projects to improve processes or deliver insights on emerging issues, including data analysis, presentation support, or procedure documentation.

Qualifications

• Bachelor’s degree required
• Property and Casualty producer’s license or willing to obtain within 90 days of hire
• Proficient with standard office computer tools; i.e. Microsoft Office Word, Excel, Outlook, etc.
• Ability to work in a positive team environment and independently
• Excellent organizational and time management skills
• Ability to manage time effectively and prioritize competing deadlines
• Proficiency with Microsoft Office and willingness to learn new systems such as EPIC
• Professionalism, critical thinking, and attention to detail
• Desire to grow and build a long-term career in the insurance industry

Professional Development Path