What are the responsibilities and job description for the Associate Insurance Account Manager position at BBSI Client?
Position SummaryOur client in the commercial insurance space is looking for an Associate Account Manager that supports the Account Manager and Agent in servicing and managing a book of business. This role is responsible for policy servicing, endorsements, certificates of insurance, billing support, renewals, audits, and day-to-day client communication. The Associate Account Manager ensures accuracy, timeliness, and high-quality service while identifying additional insurance needs and communicating them to the Account Manager or Agent.Assist Account Manager and Agent with servicing and managing an assigned book of businessCommunicate with insureds regarding policy requests, changes, and general service needs, while identifying additional coverage opportunitiesMaintain accurate client and policy information in AMSHandle Certificates of Insurance (COIs), policy checking, policy delivery, BOR letters, X-Mods, IRFs, and Bind Desk coordinationProcess endorsements and work with Account Manager or Agent to explain changes to insuredsManage billing support including invoicing, billing inquiries, late payment follow-up, premium financing, and Notices of Cancellation per agency protocolSupport audits and inspections by sending packets, collecting payments, reviewing discrepancies, and coordinating correctionsRequest loss runs and provide to Account Manager or AgentAssist with quoting, marketing, proposal preparation, and renewal processing, including sending and tracking renewal questionnairesRequirements2 years experience in Commercial Lines InsuranceKnowledge of policies, endorsements, certificates, and billing processesExperience with agency management systems and carrier portalsStrong attention to detail and organizational skillsAbility to manage multiple tasks and deadlinesClear written and verbal communication skillsProficient in AMS tools
Salary : $50,000 - $65,000